Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2022
Q3
Sell
2022
Q2
$181K Buy
2022
Q1
Sell
2021
Q4
$272K Hold
2021
Q3
$283K Buy
2021
Q2
$247K Buy