Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Buy
2022
Q4
Sell
2022
Q3
$45K Hold
2022
Q2
$58K Buy
2022
Q1
$69K Buy
2021
Q4
$56K Sell
2021
Q3
$79K Buy
2021
Q2
$62K Sell
2021
Q1
$60K Buy
2020
Q4
$53K Buy
2020
Q3
$38K Sell
2020
Q2
$34K Buy
2020
Q1
$23.7K Sell
2019
Q4
$139K Sell
2019
Q3
$196K Buy