Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$155K Hold
2025
Q2
$119K Hold
2025
Q1
$114K Hold
2024
Q4
$120K Sell
2024
Q3
$132K Buy
2024
Q2
$97.2K Hold
2024
Q1
$112K Hold
2023
Q4
$89.6K Buy
2023
Q3
Sell
2023
Q2
$72.2K Hold
2023
Q1
$65.9K Hold
2022
Q4
$52K Buy
2018
Q1
Sell
2017
Q4
$167K Hold
2017
Q3
$176K Sell
2017
Q2
$174K Buy
2017
Q1
$102K Buy
2016
Q4
$71K Buy