Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$231 Buy
2025
Q1
Sell
2024
Q4
$759 Buy
2023
Q4
Sell
2023
Q3
$122K Sell
2023
Q2
$168K Sell
2023
Q1
$197K Buy
2022
Q4
$230K Buy
2022
Q2
Sell
2022
Q1
$208K Buy
2021
Q3
Sell
2021
Q2
$209K Hold
2021
Q1
$214K Buy
2017
Q3
Sell
2017
Q2
$4K Buy