Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$147K Buy
2025
Q2
$101K Buy
2025
Q1
$18K Sell
2024
Q4
$41K Hold
2024
Q3
$40K Sell
2024
Q2
$45K Sell
2024
Q1
$60K Sell
2023
Q4
$61K Hold
2023
Q3
$50K Sell
2023
Q2
$182K Sell
2023
Q1
$193K Sell
2022
Q4
$1.17M Buy
2020
Q3
$192K Sell
2020
Q2
$183K Sell
2020
Q1
$174K Sell
2019
Q4
$250K Buy