Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Buy
2022
Q3
$104K Buy
2022
Q2
$81K Hold
2022
Q1
$83K Hold
2021
Q4
$93K Hold
2021
Q3
$79K Hold
2021
Q2
$107K Buy