Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3K Hold
2025
Q1
$3K Buy
2022
Q3
Sell
2022
Q2
$19K Buy
2021
Q4
Sell
2021
Q3
$22K Sell
2021
Q2
$22K Hold
2021
Q1
$22K Hold
2020
Q4
$21K Sell
2020
Q3
$20K Buy
2020
Q2
$18K Hold
2020
Q1
$16K Buy
2019
Q4
$16K Sell
2019
Q3
$16K Buy