Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87.3K Hold
2025
Q2
$83.4K Sell
2025
Q1
$156K Sell
2024
Q4
$212K Buy
2024
Q3
$50.5K Buy
2022
Q1
Sell
2021
Q4
$175K Hold
2021
Q3
$170K Hold
2021
Q2
$166K Hold
2021
Q1
$160K Hold
2020
Q4
$162K Hold
2020
Q3
$139K Buy