Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Hold
2025
Q2
$202K Buy
2023
Q2
Sell
2023
Q1
$214K Buy
2022
Q4
$204K Sell
2022
Q3
$254K Hold
2022
Q2
$298K Buy
2022
Q1
$288K Buy
2021
Q4
$130K Buy