Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$31.2K Buy
2025
Q1
$35.8K Buy
2024
Q4
Sell
2024
Q3
$30.4K Buy
2023
Q4
Sell
2023
Q3
$34.3K Hold
2023
Q2
$30.5K Buy
2016
Q4
Sell
2016
Q3
$603K Buy