Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Buy
2025
Q2
$181K Buy
2025
Q1
$126K Buy
2022
Q3
Sell
2022
Q2
$23K Buy
2021
Q4
Sell
2021
Q3
$29K Sell
2021
Q2
$40K Hold
2021
Q1
$40K Hold
2020
Q4
$36K Hold
2020
Q3
$27K Hold
2020
Q2
$19K Hold
2020
Q1
$16K Buy
2019
Q4
$15K Hold
2019
Q3
$12K Buy
2019
Q2
$9K Buy