Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Sell
2025
Q2
$220K Buy
2022
Q4
Sell
2022
Q3
$44K Sell
2022
Q2
$72K Buy
2022
Q1
$60K Buy
2021
Q4
$44K Hold
2021
Q3
$38K Hold
2021
Q2
$37K Sell
2021
Q1
$35K Buy
2020
Q4
$1K Hold
2020
Q3
$1K Buy
2020
Q2
$0 Buy
2020
Q1
$291 Sell
2019
Q4
$61.6K Buy
2019
Q3
$47K Buy