Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Buy
2022
Q2
Sell
2022
Q1
$225K Hold
2021
Q4
$311K Hold
2021
Q3
$281K Hold
2021
Q2
$296K Buy
2021
Q1
$257K Buy
2018
Q4
Sell
2018
Q3
$10K Buy