Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17K Sell
2025
Q2
$58K Hold
2025
Q1
$49K Sell
2024
Q4
$55K Sell
2024
Q3
$99K Sell
2024
Q2
$276K Buy
2024
Q1
$247K Buy
2023
Q4
$203K Buy
2023
Q3
$172K Buy
2023
Q2
$45K Buy
2023
Q1
$23K Sell
2022
Q4
$241K Buy
2020
Q3
$478K Buy
2020
Q2
$464K Sell
2020
Q1
$702K Sell
2019
Q4
$1.06M Buy