Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Buy
2023
Q1
Sell
2022
Q4
$78.5K Hold
2022
Q3
$69K Hold
2022
Q2
$78K Hold
2022
Q1
$85K Hold
2021
Q4
$101K Hold
2021
Q3
$84K Hold
2021
Q2
$83K Sell
2021
Q1
$97K Hold
2020
Q4
$88K Buy
2020
Q3
$78K Sell
2020
Q2
$74K Buy
2020
Q1
$56K Sell
2019
Q4
$63 Buy