Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$43K Buy
2025
Q1
$68.7K Buy
2024
Q4
$87.6K Sell
2024
Q3
$89.4K Hold
2024
Q2
$65.1K Buy
2023
Q4
Sell
2023
Q3
$45.5K Buy
2023
Q2
$32.3K Hold
2023
Q1
$43.4K Buy
2019
Q2
Sell
2019
Q1
$338K Sell
2018
Q4
$343K Buy
2018
Q3
$411K Sell
2018
Q2
$441K Sell
2018
Q1
$395K Sell
2017
Q4
$521K Buy