Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
2022
Q4
Sell
2022
Q3
$20K Hold
2022
Q2
$29K Hold
2022
Q1
$39K Hold
2021
Q4
$41K Hold
2021
Q3
$42K Sell
2021
Q2
$197K Buy
2021
Q1
$204K Buy
2020
Q4
$40K Sell
2020
Q3
$424K Sell
2020
Q2
$917K Buy
2020
Q1
$424K Buy