Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$108K Sell
2025
Q2
$95.4K Buy
2025
Q1
$63.4K Hold
2024
Q4
$67.7K Hold
2024
Q3
$76.6K Hold
2024
Q2
$68.6K Sell
2024
Q1
$66.2K Sell
2023
Q4
$63.3K Buy
2019
Q4
Sell
2019
Q3
$576K Buy