Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16K Buy
2024
Q1
Sell
2023
Q4
$7.15K Sell
2023
Q3
$405K Buy
2023
Q2
$412K Buy
2023
Q1
$336K Buy
2022
Q4
$256K Buy
2022
Q3
$201K Buy
2021
Q3
Sell
2021
Q2
$5K Buy
2021
Q1
Sell
2020
Q4
$4K Hold
2020
Q3
$3K Buy