Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Sell
2025
Q2
$120K Buy
2025
Q1
$105K Sell
2024
Q4
$96.8K Sell
2024
Q3
$117K Buy
2024
Q2
$90.7K Sell
2024
Q1
$84.5K Buy
2023
Q4
$85.7K Sell
2023
Q3
$83.4K Sell
2023
Q2
$88.4K Sell
2023
Q1
$76.3K Sell
2022
Q4
$92K Buy
2017
Q4
Sell
2017
Q3
$3K Hold
2017
Q2
$3K Hold
2017
Q1
$3K Hold
2016
Q4
$3K Buy