Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Hold
2025
Q2
$286K Sell
2025
Q1
$312K Sell
2024
Q4
$345K Sell
2024
Q3
$323K Buy
2024
Q2
$160K Buy
2022
Q2
Sell
2022
Q1
$55K Hold
2021
Q4
$80K Hold
2021
Q3
$93K Hold
2021
Q2
$108K Buy
2021
Q1
$76K Hold
2020
Q4
$80K Buy
2020
Q3
$47K Buy