Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$163K Buy
2025
Q2
$163K Buy
2023
Q1
Sell
2022
Q4
$58K Hold
2022
Q3
$58K Hold
2022
Q2
$61K Hold
2022
Q1
$69K Hold
2021
Q4
$74K Hold
2021
Q3
$63K Hold
2021
Q2
$66K Buy
2021
Q1
$52K Hold
2020
Q4
$49K Buy
2020
Q2
Sell
2020
Q1
$29K Buy