Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$119K Hold
2025
Q2
$106K Hold
2025
Q1
$85.7K Hold
2024
Q4
$105K Hold
2024
Q3
$120K Hold
2024
Q2
$124K Hold
2024
Q1
$146K Hold
2023
Q4
$130K Hold
2023
Q3
$131K Hold
2023
Q2
$136K Hold
2023
Q1
$110K Hold
2022
Q4
$96.9K Hold
2022
Q3
$67K Sell
2022
Q2
$95K Sell
2022
Q1
$132K Sell
2021
Q4
$181K Buy
2019
Q3
Sell
2019
Q2
$314K Hold
2019
Q1
$321K Hold
2018
Q4
$276K Buy