Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7K Buy
2024
Q3
Sell
2024
Q2
$15K Hold
2024
Q1
$17K Hold
2023
Q4
$15K Sell
2023
Q3
$31K Hold
2023
Q2
$30K Hold
2023
Q1
$30K Buy
2022
Q4
$14K Hold
2022
Q3
$12K Hold
2022
Q2
$21K Hold
2022
Q1
$21K Hold
2021
Q4
$22K Buy
2018
Q3
Sell
2018
Q2
$29K Buy