Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43K Sell
2025
Q1
$51K Buy
2024
Q4
$8K Buy
2022
Q1
Sell
2021
Q4
$520K Hold
2021
Q3
$440K Hold
2021
Q2
$434K Hold
2021
Q1
$420K Buy
2020
Q4
$271K Buy