Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.4K Sell
2025
Q2
$15.3K Buy
2024
Q2
Sell
2024
Q1
$248K Sell
2023
Q4
$232K Hold
2023
Q3
$232K Sell
2023
Q2
$225K Sell
2023
Q1
$211K Buy
2022
Q3
Sell
2022
Q2
$243K Sell
2022
Q1
$250K Sell
2021
Q4
$285K Buy
2019
Q1
Hold
2018
Q4
Hold