Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$90K Buy
2025
Q1
$92.3K Buy
2024
Q4
$57.9K Sell
2024
Q3
$68.3K Buy
2024
Q2
$46K Buy
2024
Q1
$49.5K Sell
2023
Q4
$40.6K Hold
2023
Q3
$49.5K Buy
2023
Q2
$40.4K Hold
2023
Q1
$35.3K Hold
2022
Q4
$38K Hold
2022
Q3
$26K Sell
2022
Q2
$27K Hold
2022
Q1
$33K Hold
2021
Q4
$27K Buy
2018
Q3
Sell
2018
Q2
$201K Buy