Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Buy
2022
Q4
Sell
2022
Q3
$107K Hold
2022
Q2
$156K Buy
2022
Q1
$213K Buy
2021
Q4
$160K Buy
2021
Q3
$188K Sell
2021
Q2
$308K Sell
2021
Q1
$609K Buy
2020
Q4
$264K Sell
2020
Q3
$205K Buy
2020
Q2
$115K Hold
2020
Q1
$86.1K Buy
2019
Q4
$60.3K Hold
2019
Q3
$45.8K Buy