Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.55K Sell
2025
Q1
$252K Buy
2022
Q4
Sell
2022
Q3
$330K Hold
2022
Q2
$329K Hold
2022
Q1
$380K Sell
2021
Q4
$303K Hold
2021
Q3
$300K Hold
2021
Q2
$324K Hold
2021
Q1
$275K Hold
2020
Q4
$221K Buy