Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$75K Buy
2023
Q1
Sell
2022
Q4
$5K Buy
2021
Q4
Sell
2021
Q3
$74K Sell
2021
Q2
$115K Buy
2020
Q1
Sell
2019
Q4
$79K Buy
2019
Q1
Sell
2018
Q4
$108K Buy