Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$74K Hold
2025
Q2
$66K Buy
2025
Q1
$61K Hold
2024
Q4
$57K Buy
2022
Q2
Sell
2022
Q1
$66K Buy
2021
Q2
Sell
2021
Q1
$87K Buy