Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Buy
2022
Q3
Sell
2022
Q2
$19K Hold
2022
Q1
$31K Buy
2021
Q4
$49K Buy
2021
Q3
$82K Buy
2021
Q2
$164K Hold
2021
Q1
$193K Buy