Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$144K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$410K Buy
2022
Q2
$68K Buy
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Sell
2021
Q2
$148K Buy
2021
Q1
Hold
2020
Q4
Hold