Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$18K Buy
2024
Q4
$14K Hold
2024
Q3
$18K Hold
2024
Q2
$24K Sell
2024
Q1
$34K Hold
2023
Q4
$36K Hold
2023
Q3
$30K Hold
2023
Q2
$30K Buy
2019
Q4
Sell
2019
Q3
$1K Hold
2019
Q2
$1K Buy
2015
Q4
Sell
2015
Q3
$1K Buy