Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$92.3K Buy
2025
Q1
$51K Buy
2024
Q4
$6.3K Buy
2022
Q4
Sell
2022
Q3
$1K Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$9K Hold
2021
Q3
$7K Hold
2021
Q2
$6K Hold
2021
Q1
$7K Hold
2020
Q4
$5K Buy
2016
Q2
Sell
2016
Q1
$9K Buy