Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Hold
2025
Q2
$185K Sell
2025
Q1
$190K Buy
2024
Q4
$73.2K Buy
2024
Q3
$44.5K Buy
2024
Q2
$36.8K Hold
2024
Q1
$36.1K Hold
2023
Q4
$31.4K Hold
2023
Q3
$28.5K Sell
2023
Q2
$31K Sell
2023
Q1
$34.5K Sell
2022
Q4
$31K Buy
2018
Q1
Sell
2017
Q4
$16K Hold
2017
Q3
$14K Hold
2017
Q2
$12K Buy
2016
Q1
Sell
2015
Q4
$22K Buy