Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Sell
2025
Q2
$323K Sell
2025
Q1
$518K Hold
2024
Q4
$452K Buy
2024
Q2
Sell
2024
Q1
$815 Hold
2023
Q4
$705 Sell
2023
Q3
$124K Buy
2023
Q2
$678 Hold
2023
Q1
$677 Hold
2022
Q4
$668 Hold
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$1K Buy
2020
Q3
Sell
2020
Q2
$41K Hold
2020
Q1
$38K Sell
2019
Q4
$153K Buy