Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$47K Sell
2025
Q2
$53.6K Buy
2025
Q1
$49.7K Sell
2024
Q4
$56K Sell
2024
Q3
$69.4K Buy
2024
Q2
$67.7K Sell
2024
Q1
$80.2K Buy
2023
Q4
$65.3K Sell
2023
Q3
$71.5K Sell
2023
Q2
$67.7K Sell
2023
Q1
$59.5K Buy
2022
Q4
$49K Buy
2017
Q4
Sell
2017
Q3
$2K Hold
2017
Q2
$2K Hold
2017
Q1
$2K Hold
2016
Q4
$2K Buy