Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Buy
2023
Q2
Sell
2023
Q1
$34.3K Hold
2022
Q4
$26K Hold
2022
Q3
$22K Hold
2022
Q2
$34K Hold
2022
Q1
$35K Hold
2021
Q4
$39K Hold
2021
Q3
$33K Hold
2021
Q2
$45K Hold
2021
Q1
$43K Hold
2020
Q4
$39K Hold
2020
Q3
$38K Sell
2020
Q2
$22K Buy
2020
Q1
Sell
2019
Q4
$23K Hold
2019
Q3
$22K Hold
2019
Q2
$25K Buy