Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$107K Hold
2025
Q2
$72K Hold
2025
Q1
$73K Hold
2024
Q4
$64K Sell
2024
Q3
$80K Hold
2024
Q2
$105K Sell
2024
Q1
$158K Hold
2023
Q4
$179K Hold
2023
Q3
$127K Sell
2023
Q2
$133K Hold
2023
Q1
$130K Sell
2022
Q4
$164K Buy
2020
Q3
$668K Buy
2020
Q2
$744K Sell
2020
Q1
$771K Sell
2019
Q4
$1.19M Buy