Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$100K Buy
2022
Q3
$67K Hold
2022
Q2
$97K Hold
2022
Q1
$148K Hold
2021
Q4
$270K Hold
2021
Q3
$371K Hold
2021
Q2
$544K Buy