Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2022
Q2
Sell
2022
Q1
$266K Hold
2021
Q4
$331K Buy
2021
Q3
$313K Hold
2021
Q2
$319K Hold
2021
Q1
$259K Buy
2020
Q4
$249K Hold
2020
Q3
$244K Hold
2020
Q2
$217K Buy