Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$205K Buy
2022
Q4
Sell
2022
Q3
$4K Hold
2022
Q2
$4K Hold
2022
Q1
$5K Buy
2021
Q4
$3K Hold
2021
Q3
$2K Hold
2021
Q2
$3K Sell
2021
Q1
$3K Hold
2020
Q4
$3K Hold
2020
Q3
$3K Sell
2020
Q2
$5K Hold
2020
Q1
$3.72K Sell
2019
Q4
$11.3K Hold
2019
Q3
$9.96K Buy