Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$590K Buy
2025
Q2
$412K Sell
2025
Q1
$482K Buy
2021
Q4
Sell
2021
Q3
$10K Hold
2021
Q2
$10K Buy
2021
Q1
$5K Sell
2020
Q4
$7K Sell
2020
Q3
$6.49K Buy
2020
Q1
Sell
2019
Q4
$318 Buy