Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$44K Buy
2023
Q1
Sell
2022
Q4
$58K Buy
2022
Q1
Hold
2021
Q4
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q3
Hold
2020
Q2
Hold
2019
Q4
Hold
2019
Q3
Hold
2018
Q4
Sell
2018
Q3
$257K Buy
2018
Q2
Hold