Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Sell
2025
Q2
$201K Sell
2025
Q1
$214K Sell
2024
Q4
$209K Buy
2024
Q3
$221K Sell
2024
Q2
$225K Sell
2024
Q1
$221K Buy
2020
Q4
Sell
2020
Q3
$6K Buy
2020
Q2
Sell
2020
Q1
$4.56K Hold
2019
Q4
$5.45K Sell
2019
Q3
$5.29K Buy
2019
Q2
Sell
2019
Q1
$316 Buy