Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
2025
Q1
$207K Sell
2024
Q4
$212K Buy
2024
Q3
$91.8K Buy
2024
Q2
$71.7K Buy
2020
Q4
$11K Hold
2020
Q3
$8K Hold
2020
Q2
$8K Hold
2020
Q1
$8K Hold
2019
Q4
$15K Hold
2019
Q3
$15K Hold
2019
Q2
$17K Buy
2018
Q4
$15K Hold
2018
Q3
$20K Buy