Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Buy
2025
Q2
$329K Buy
2022
Q4
Sell
2022
Q3
$10K Buy
2022
Q2
$8K Sell
2022
Q1
$11K Buy
2021
Q4
$4K Buy
2021
Q3
$2K Hold
2021
Q2
$3K Sell
2021
Q1
$6K Buy
2020
Q4
$3K Sell
2020
Q3
$63K Buy
2020
Q2
$3K Sell
2020
Q1
$2.97K Sell
2019
Q4
$14.3K Buy
2019
Q3
$7.96K Buy