Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Buy
2022
Q4
Sell
2022
Q3
$13K Sell
2022
Q2
$18K Hold
2022
Q1
$23K Sell
2021
Q4
$46K Sell
2021
Q3
$41K Hold
2021
Q2
$36K Hold
2021
Q1
$40K Buy
2020
Q4
$23K Buy
2020
Q3
$17K Buy
2020
Q2
$15K Sell
2020
Q1
$13.3K Sell
2019
Q4
$42.7K Sell
2019
Q3
$38.4K Buy