Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$39K Hold
2025
Q2
$38K Hold
2025
Q1
$37K Hold
2024
Q4
$32K Hold
2024
Q3
$34K Hold
2024
Q2
$26K Sell
2024
Q1
$27K Hold
2023
Q4
$27K Hold
2023
Q3
$23K Hold
2023
Q2
$25K Hold
2023
Q1
$26K Sell
2022
Q4
$561K Buy
2020
Q3
$1.25M Buy
2020
Q2
$1.2M Sell
2020
Q1
$1.15M Sell
2019
Q4
$1.55M Buy