Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$205K Buy
2022
Q1
Sell
2021
Q4
$265K Hold
2021
Q3
$260K Buy
2021
Q2
$270K Hold
2021
Q1
$205K Hold
2020
Q4
$209K Buy