Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$6K Buy
2023
Q4
Sell
2023
Q3
$1K Buy
2021
Q4
Sell
2021
Q3
$128K Hold
2021
Q2
$79K Hold
2021
Q1
$51K Buy
2020
Q3
Hold
2020
Q2
Hold