Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$57.7K Buy
2025
Q2
Sell
2025
Q1
$96.3K Sell
2024
Q4
$106K Sell
2024
Q3
$132K Sell
2024
Q2
$186K Sell
2024
Q1
$187K Buy
2022
Q3
Sell
2022
Q2
$209K Hold
2022
Q1
$237K Sell
2021
Q4
$310K Buy
2021
Q3
$264K Sell
2021
Q2
$314K Sell
2021
Q1
$333K Hold
2020
Q4
$292K Sell
2020
Q3
$204K Sell
2020
Q2
$241K Buy
2020
Q1
Sell
2019
Q4
$377K Buy