Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$154K Hold
2025
Q2
$236K Hold
2025
Q1
$199K Buy
2024
Q4
$171K Sell
2024
Q3
$203K Hold
2024
Q2
$222K Hold
2024
Q1
$185K Buy
2022
Q4
Hold
2022
Q3
Hold
2020
Q3
Sell
2020
Q2
$34K Sell
2020
Q1
$41K Sell
2019
Q4
$84K Buy