Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$55.4K Hold
2025
Q1
$63.9K Sell
2024
Q4
$54K Hold
2024
Q3
$55.1K Buy
2023
Q4
Sell
2023
Q3
$787K Buy
2023
Q2
Sell
2023
Q1
$222K Sell
2022
Q4
$309K Hold
2022
Q3
$237K Hold
2022
Q2
$231K Buy
2020
Q4
Sell
2020
Q3
$290K Sell
2020
Q2
$423K Sell
2020
Q1
$475K Hold
2019
Q4
$953K Buy
2019
Q3
$702K Buy