Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$233K Buy
2022
Q4
Sell
2022
Q3
$15K Sell
2022
Q2
$53K Buy
2022
Q1
$40K Hold
2021
Q4
$27K Buy
2021
Q3
$21K Buy
2020
Q1
Sell
2019
Q4
$194 Hold
2019
Q3
$181 Buy