Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45.5K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold
2018
Q4
Sell
2018
Q3
$4K Sell
2018
Q2
$18K Sell
2018
Q1
$62K Hold
2017
Q4
$62K Sell
2017
Q3
$73K Buy