Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$200K Buy
2022
Q4
Sell
2022
Q3
$13K Sell
2022
Q2
$14K Buy
2022
Q1
$14K Buy
2021
Q4
$13K Hold
2021
Q3
$11K Hold
2021
Q2
$11K Sell
2021
Q1
$16K Buy
2020
Q4
$10K Hold
2020
Q3
$8K Hold
2020
Q2
$7K Sell
2020
Q1
$6.97K Sell
2019
Q4
$16.5K Hold
2019
Q3
$14.2K Buy