Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$128K Buy
2023
Q2
Sell
2023
Q1
$39K Hold
2022
Q4
$35K Sell
2022
Q3
$183K Hold
2022
Q2
$206K Hold
2022
Q1
$251K Hold
2021
Q4
$266K Buy