Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40K Sell
2025
Q2
$35.3K Hold
2025
Q1
$28.8K Hold
2024
Q4
$44.8K Hold
2024
Q3
$29K Hold
2024
Q2
$22K Sell
2024
Q1
$21.8K Sell
2023
Q4
$32.1K Buy
2023
Q3
$30.8K Hold
2023
Q2
$32.2K Hold
2023
Q1
$25.5K Hold
2022
Q4
$15.1K Hold
2022
Q3
$33K Buy
2022
Q2
$20K Hold
2022
Q1
$32K Buy
2017
Q1
Sell
2016
Q4
$11K Buy
2016
Q3
$5K Hold
2016
Q2
$5K Buy