Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Buy
2022
Q4
Sell
2022
Q3
$51K Sell
2022
Q2
$52K Sell
2022
Q1
$65K Sell
2021
Q4
$108K Hold
2021
Q3
$105K Hold
2021
Q2
$101K Hold
2021
Q1
$76K Hold
2020
Q4
$46K Buy
2020
Q3
$23K Sell
2020
Q2
$27K Buy
2020
Q1
$5.86K Buy
2019
Q4
$49.1K Sell
2019
Q3
$49.1K Buy