Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$33.5K Buy
2023
Q4
Sell
2023
Q3
$45K Sell
2023
Q2
$102K Buy
2021
Q4
Sell
2021
Q3
$54K Sell
2021
Q2
$86K Sell
2021
Q1
$95K Buy
2019
Q4
Sell
2019
Q3
$54K Buy
2019
Q1
Sell
2018
Q4
$37K Buy