Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$52.2K Sell
2025
Q2
$253K Buy
2025
Q1
$116K Sell
2024
Q4
$110K Buy
2021
Q1
Sell
2020
Q4
$166K Hold
2020
Q3
$166K Hold
2020
Q2
$187K Sell
2020
Q1
$141K Buy