Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$95K Sell
2025
Q1
$113K Hold
2024
Q4
$125K Sell
2024
Q3
$151K Hold
2024
Q2
$165K Buy
2024
Q1
$168K Buy
2022
Q3
Sell
2022
Q2
$202K Buy
2020
Q1
Sell
2019
Q4
$201K Buy