Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$84.7K Buy
2023
Q1
Sell
2022
Q4
$563K Buy
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Sell
2021
Q1
$202K Sell
2020
Q4
$189K Sell
2020
Q3
$1M Buy