Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Buy
2022
Q4
Sell
2022
Q3
$58K Buy
2022
Q2
$50K Sell
2022
Q1
$58K Buy
2021
Q4
$42K Hold
2021
Q3
$35K Hold
2021
Q2
$35K Sell
2021
Q1
$34K Sell
2020
Q4
$36K Buy
2020
Q3
$14K Hold
2020
Q2
$13K Buy
2020
Q1
$9K Buy
2019
Q2
Sell
2019
Q1
$0 Sell
2018
Q4
$6K Buy