Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29.7K Buy
2025
Q2
Sell
2025
Q1
$21K Sell
2024
Q4
$15K Hold
2024
Q3
$18.8K Sell
2024
Q2
$46K Buy
2024
Q1
$11.9K Buy
2021
Q4
Sell
2021
Q3
$442K Buy
2021
Q2
$630K Buy
2021
Q1
$608K Sell
2020
Q4
$705K Buy
2020
Q3
$637K Sell
2020
Q2
$486K Buy
2020
Q1
$286K Buy
2019
Q4
$284K Buy