Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Buy
2021
Q3
Sell
2021
Q2
$146K Hold
2021
Q1
$144K Hold
2020
Q4
$152K Hold
2020
Q3
$92K Buy
2020
Q2
$25K Hold
2020
Q1
$12K Hold
2019
Q4
$10K Buy