Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
2022
Q4
Sell
2022
Q3
$13K Sell
2022
Q2
$19K Buy
2022
Q1
$18K Buy
2021
Q4
$10K Hold
2021
Q3
$9K Hold
2021
Q2
$12K Sell
2021
Q1
$13K Hold
2020
Q4
$13K Hold
2020
Q3
$14K Sell
2020
Q2
$40K Buy
2020
Q1
$11.6K Buy
2019
Q4
Sell
2019
Q3
$15.4K Buy