Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$503K Buy
2022
Q4
Sell
2022
Q3
$2K Sell
2022
Q2
$5K Sell
2022
Q1
$6K Buy
2021
Q4
$4K Hold
2021
Q3
$3K Hold
2021
Q2
$4K Sell
2021
Q1
$8K Sell
2020
Q4
$97K Hold
2020
Q3
$95K Hold
2020
Q2
$92K Hold
2020
Q1
$55.5K Sell
2019
Q4
$93.5K Buy
2019
Q3
$93.5K Buy