Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Sell
2025
Q2
$259K Buy
2022
Q4
Sell
2022
Q3
$37K Hold
2022
Q2
$41K Hold
2022
Q1
$62K Hold
2021
Q4
$83K Sell
2021
Q3
$118K Hold
2021
Q2
$129K Buy
2021
Q1
$108K Buy
2020
Q4
$105K Buy
2020
Q3
$21K Buy