Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$39.2K Buy
2025
Q2
$33.8K Sell
2025
Q1
$102K Buy
2024
Q4
$128K Buy
2024
Q3
$131K Buy
2024
Q2
$152K Sell
2024
Q1
$127K Buy
2023
Q4
$84.5K Buy
2023
Q3
$75.7K Buy
2023
Q2
$59K Buy
2023
Q1
$43.5K Buy
2022
Q4
$43K Buy
2022
Q3
$36K Buy
2018
Q1
Sell
2017
Q4
$11K Hold
2017
Q3
$10K Hold
2017
Q2
$8K Buy