Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Hold
2021
Q4
Sell
2021
Q3
$34K Sell
2021
Q2
$45K Sell
2021
Q1
$57K Sell
2020
Q4
$58K Sell
2020
Q3
$56K Buy
2020
Q2
$7K Hold
2020
Q1
$3K Buy
2019
Q4
$1K Sell
2019
Q3
$1K Buy