Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$134K Sell
2025
Q2
$138K Buy
2022
Q2
Sell
2022
Q1
$84K Hold
2021
Q4
$88K Hold
2021
Q3
$105K Hold
2021
Q2
$109K Hold
2021
Q1
$96K Sell
2020
Q4
$1.5M Buy