Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$159K Buy
2022
Q4
Sell
2022
Q3
$31K Hold
2022
Q2
$45K Hold
2022
Q1
$60K Hold
2021
Q4
$63K Sell
2021
Q3
$102K Hold
2021
Q2
$108K Buy
2021
Q1
$78K Buy
2020
Q4
Sell
2020
Q3
$63K Hold
2020
Q2
$73K Hold
2020
Q1
$66K Sell
2019
Q4
$301K Buy