Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Sell
2025
Q2
$256K Buy
2025
Q1
$229K Sell
2024
Q4
$210K Buy
2020
Q4
Sell
2020
Q3
$10K Buy
2020
Q2
Sell
2020
Q1
$7.43K Hold
2019
Q4
$6.81K Sell
2019
Q3
$9.2K Buy
2019
Q2
Sell
2019
Q1
$451 Buy