Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$89.7K Buy
2025
Q2
$82K Sell
2025
Q1
$104K Hold
2024
Q4
$105K Hold
2024
Q3
$95.6K Buy
2024
Q2
$80.3K Sell
2024
Q1
$101K Hold
2023
Q4
$79.9K Hold
2023
Q3
$79.9K Buy
2020
Q2
Sell
2020
Q1
$26K Hold
2019
Q4
$89K Hold
2019
Q3
$87K Hold
2019
Q2
$81K Hold
2019
Q1
$83K Hold
2018
Q4
$64K Buy