Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$165K Buy
2025
Q2
$135K Hold
2025
Q1
$141K Hold
2024
Q4
$118K Sell
2024
Q3
$147K Sell
2024
Q2
$160K Sell
2024
Q1
$221K Buy
2023
Q4
$188K Hold
2023
Q3
$188K Buy
2020
Q2
Sell
2020
Q1
$22K Hold
2019
Q4
$26K Buy
2019
Q3
$9K Hold
2019
Q2
$9K Sell
2019
Q1
$12K Buy
2018
Q4
$9K Buy