Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Sell
2025
Q2
$146K Buy
2025
Q1
$105K Sell
2024
Q4
$170K Buy
2024
Q3
$200K Buy
2024
Q2
$160K Buy
2024
Q1
Sell
2023
Q4
$157K Buy
2023
Q3
$74K Buy
2019
Q4
Sell
2019
Q3
$1K Buy
2018
Q4
Sell
2018
Q3
$1K Buy