Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Buy
2022
Q3
$68K Hold
2022
Q2
$72K Sell
2022
Q1
$123K Hold
2021
Q4
$140K Hold
2021
Q3
$120K Hold
2021
Q2
$117K Buy