Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$203K Buy
2022
Q4
Sell
2022
Q3
$27K Hold
2022
Q2
$30K Buy
2022
Q1
$36K Hold
2021
Q4
$45K Buy
2021
Q3
$36K Hold
2021
Q2
$37K Buy
2021
Q1
$32K Hold
2020
Q4
$34K Hold
2020
Q3
$41K Hold
2020
Q2
$37K Sell
2020
Q1
$33K Buy
2019
Q4
$38K Hold
2019
Q3
$32K Buy
2019
Q2
$30K Buy