Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
2025
Q1
$150K Buy
2024
Q4
$146K Buy
2024
Q3
$117K Buy
2024
Q2
$81K Buy
2022
Q3
Sell
2022
Q2
$5K Buy
2022
Q1
$2K Buy
2020
Q4
Sell
2020
Q3
$9K Hold
2020
Q2
$5K Buy
2020
Q1
$1K Hold
2019
Q4
$1K Hold
2019
Q3
$1K Hold
2019
Q2
$1K Buy