Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Buy
2025
Q2
$218K Buy
2022
Q4
Sell
2022
Q3
$14K Buy
2022
Q2
$12K Buy
2022
Q1
$10K Sell
2021
Q4
$19K Hold
2021
Q3
$15K Hold
2021
Q2
$17K Sell
2021
Q1
$16K Buy
2020
Q4
$9K Hold
2020
Q3
$8K Hold
2020
Q2
$7K Hold
2020
Q1
$5.62K Sell
2019
Q4
$11.6K Sell
2019
Q3
$10.8K Buy