Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Buy
2022
Q4
Sell
2022
Q3
$18K Hold
2022
Q2
$22K Buy
2022
Q1
$25K Hold
2021
Q4
$26K Hold
2021
Q3
$25K Hold
2021
Q2
$25K Hold
2021
Q1
$22K Buy
2020
Q4
$22K Hold
2020
Q3
$19K Hold
2020
Q2
$18K Hold
2020
Q1
$16.8K Hold
2019
Q4
$19.7K Sell
2019
Q3
$22.1K Buy