Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Sell
2025
Q2
$461K Buy
2022
Q4
Sell
2022
Q3
$38K Hold
2022
Q2
$38K Hold
2022
Q1
$110K Hold
2021
Q4
$123K Hold
2021
Q3
$153K Sell
2021
Q2
$201K Buy
2021
Q1
$181K Hold
2020
Q4
$141K Hold
2020
Q3
$79K Hold
2020
Q2
$95K Hold
2020
Q1
$77.1K Hold
2019
Q4
$124K Hold
2019
Q3
$117K Buy