Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Buy
2023
Q2
Sell
2023
Q1
$34.4K Buy
2022
Q4
$33.6K Sell
2022
Q3
$30K Sell
2022
Q2
$61K Buy
2022
Q1
$56K Buy
2021
Q4
$47K Sell
2021
Q3
$56K Buy
2021
Q2
$2K Sell
2021
Q1
$28K Sell
2020
Q4
$49K Buy