Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Buy
2022
Q3
$130K Hold
2022
Q2
$188K Hold
2022
Q1
$249K Hold
2021
Q4
$259K Hold
2021
Q3
$268K Hold
2021
Q2
$282K Buy