Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.19K Buy
2025
Q2
$3.5K Buy
2025
Q1
$1.76K Buy
2021
Q4
Sell
2021
Q3
$2K Sell
2021
Q2
$11K Sell
2021
Q1
$28K Sell
2020
Q4
$410K Sell
2020
Q3
$399K Sell
2020
Q2
$413K Buy
2020
Q1
$299K Sell
2019
Q4
$388K Hold
2019
Q3
$337K Hold
2019
Q2
$381K Buy
2019
Q1
$454K Hold
2018
Q4
$417K Buy