Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$110K Buy
2022
Q3
$78K Hold
2022
Q2
$92K Hold
2022
Q1
$106K Hold
2021
Q4
$126K Hold
2021
Q3
$125K Hold
2021
Q2
$141K Buy