Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$121K Sell
2025
Q2
$129K Hold
2025
Q1
$107K Buy
2023
Q1
Sell
2022
Q4
$1.53M Buy
2022
Q3
Sell
2022
Q2
$35K Buy
2021
Q4
Sell
2021
Q3
$43K Hold
2021
Q2
$46K Hold
2021
Q1
$45K Hold
2020
Q4
$39K Hold
2020
Q3
$30K Buy