Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$92K Sell
2025
Q1
$86K Sell
2024
Q4
$96K Hold
2024
Q3
$100K Hold
2024
Q2
$100K Hold
2024
Q1
$126K Hold
2023
Q4
$124K Sell
2023
Q3
$1.1M Sell
2023
Q2
$1.36M Buy
2023
Q1
$1.04M Buy
2019
Q2
Sell
2019
Q1
$14K Buy