Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$126K Hold
2025
Q1
$127K Hold
2024
Q4
$128K Hold
2024
Q3
$163K Sell
2024
Q2
$162K Hold
2024
Q1
$163K Buy
2023
Q4
$156K Buy
2023
Q3
$104K Sell
2023
Q2
$116K Hold
2023
Q1
$123K Buy
2022
Q4
$113K Sell
2022
Q3
$108K Buy
2022
Q2
Sell
2022
Q1
$202K Buy
2021
Q1
Sell
2020
Q4
$73K Buy
2020
Q3
$53K Buy