Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Hold
2025
Q2
$311K Hold
2025
Q1
$237K Buy
2024
Q3
Sell
2024
Q2
$6.58K Sell
2024
Q1
$10.3K Sell
2023
Q4
$10.1K Hold
2023
Q3
$8.96K Hold
2023
Q2
$8.45K Sell
2023
Q1
$14K Buy
2015
Q3
Sell
2015
Q2
$60K Hold
2015
Q1
$60K Buy