Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$148K Buy
2022
Q3
$79K Hold
2022
Q2
$79K Hold
2022
Q1
$99K Hold
2021
Q4
$132K Hold
2021
Q3
$111K Sell
2021
Q2
$130K Buy