Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$211K Buy
2020
Q4
Sell
2020
Q3
$7K Sell
2020
Q2
$9K Buy
2020
Q1
$2K Hold
2019
Q4
$2K Buy
2015
Q2
Sell
2015
Q1
$1K Buy