Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$372K Buy
2023
Q2
Sell
2023
Q1
$33.8K Sell
2022
Q4
$35.2K Sell
2022
Q3
$45K Buy
2022
Q2
$5K Buy
2021
Q4
Sell
2021
Q3
$8K Buy
2020
Q2
Sell
2020
Q1
$0 Hold
2019
Q4
$1K Buy