Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$28.8K Buy
2022
Q4
Sell
2022
Q3
$86K Hold
2022
Q2
$81K Hold
2022
Q1
$74K Hold
2021
Q4
$71K Hold
2021
Q3
$62K Hold
2021
Q2
$73K Hold
2021
Q1
$75K Buy
2020
Q4
Sell
2020
Q3
$52K Hold
2020
Q2
$58K Hold
2020
Q1
$55K Buy
2019
Q4
$55K Buy