Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Buy
2022
Q4
Sell
2022
Q3
$16K Buy
2022
Q2
$15K Sell
2022
Q1
$20K Buy
2021
Q4
$16K Hold
2021
Q3
$14K Sell
2021
Q2
$18K Buy
2021
Q1
$18K Hold
2020
Q4
$16K Hold
2020
Q3
$16K Sell
2020
Q2
$16K Sell
2020
Q1
$14.1K Buy
2019
Q4
$18.2K Hold
2019
Q3
$15.6K Buy