Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99K Sell
2025
Q2
$85.5K Sell
2025
Q1
$77K Buy
2024
Q4
$105K Buy
2024
Q3
$69.2K Buy
2024
Q2
$64.5K Buy
2024
Q1
$49K Buy
2023
Q4
$34.6K Buy
2018
Q1
Sell
2017
Q4
$252K Buy
2017
Q3
$230K Buy
2017
Q2
Sell
2017
Q1
$206K Buy