Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$110K Sell
2025
Q2
$112K Buy
2025
Q1
$121K Buy
2024
Q4
$58K Buy
2024
Q3
$71K Buy
2024
Q2
$68K Buy
2024
Q1
$61K Sell
2023
Q4
$65K Hold
2023
Q3
$61K Buy
2023
Q2
$48K Hold
2023
Q1
$52K Buy
2020
Q2
Sell
2020
Q1
$10K Hold
2019
Q4
$12K Buy