Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Buy
2021
Q4
Sell
2021
Q3
$21K Hold
2021
Q2
$20K Buy
2021
Q1
Sell
2020
Q4
$3K Sell
2020
Q3
$13.3K Sell
2020
Q2
$14.5K Buy