Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$47K Sell
2025
Q2
$231K Buy
2025
Q1
$180K Buy
2022
Q4
Sell
2022
Q3
$4.06K Hold
2022
Q2
$4.54K Hold
2022
Q1
$5.55K Hold
2021
Q4
$7.01K Sell
2021
Q3
$57.4K Sell
2021
Q2
$70.8K Sell
2021
Q1
$65.7K Sell
2020
Q4
$72.4K Hold
2020
Q3
$86.5K Buy
2020
Q2
$70.6K Hold
2020
Q1
$55.7K Sell
2019
Q4
$79.6K Buy