Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.1M Buy
2022
Q4
Sell
2022
Q3
$11K Sell
2022
Q2
$13K Buy
2022
Q1
$10K Buy
2021
Q4
$4K Hold
2021
Q3
$3K Hold
2021
Q2
$4K Sell
2021
Q1
$3K Hold
2020
Q4
$4K Hold
2020
Q3
$3K Buy
2020
Q2
$2K Hold
2020
Q1
$1.85K Sell
2019
Q4
$4.55K Buy
2019
Q3
$3.77K Buy