Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$166K Buy
2025
Q2
$67K Hold
2025
Q1
$70.3K Hold
2024
Q4
$52.9K Hold
2024
Q3
$44.7K Hold
2024
Q2
$74.6K Hold
2024
Q1
$68K Sell
2023
Q4
$67K Hold
2023
Q3
$71K Hold
2023
Q2
$57K Hold
2023
Q1
$53K Hold
2022
Q4
$76K Buy
2013
Q4
Sell
2013
Q3
$123K Buy