Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$121K Hold
2025
Q1
$140K Hold
2024
Q4
$116K Buy
2024
Q3
$112K Buy
2024
Q2
$121K Hold
2024
Q1
$125K Hold
2023
Q4
$118K Hold
2023
Q3
$125K Sell
2023
Q2
$139K Sell
2023
Q1
$140K Buy
2022
Q4
$145K Buy
2016
Q1
Sell
2015
Q4
$7K Buy