Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$27K Buy
2025
Q1
$20.9K Buy
2022
Q4
Sell
2022
Q3
$2K Sell
2022
Q2
$5.74K Buy
2019
Q4
Sell
2019
Q3
$135K Hold
2019
Q2
$125K Hold
2019
Q1
$111K Hold
2018
Q4
$87.2K Hold
2018
Q3
$114K Buy