Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$171K Buy
2024
Q4
Sell
2024
Q3
$542 Buy
2022
Q2
Sell
2022
Q1
$11K Buy
2021
Q4
$13K Sell
2021
Q3
$64K Sell
2021
Q2
$90K Hold
2021
Q1
$93K Hold
2020
Q4
$66K Buy
2020
Q3
$55K Buy
2020
Q2
$9K Hold
2020
Q1
$5K Sell
2019
Q4
$79K Buy
2019
Q3
$53K Hold
2019
Q2
$52K Buy