Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$111K Buy
2025
Q2
$55.2K Sell
2025
Q1
$58.1K Buy
2023
Q2
Sell
2023
Q1
$58.7K Buy
2022
Q4
$52K Buy
2022
Q3
$46K Sell
2022
Q2
$132K Buy
2022
Q1
$158K Hold
2021
Q4
$158K Buy
2021
Q3
$120K Buy
2021
Q2
$117K Buy
2021
Q1
$83K Buy
2020
Q2
Sell
2020
Q1
$39K Sell
2019
Q4
$71K Buy
2019
Q3
$61K Buy