Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2023
Q1
Sell
2022
Q4
$8K Sell
2022
Q3
$19K Sell
2022
Q2
$19K Hold
2022
Q1
$19K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Sell
2019
Q4
$3K Sell
2019
Q3
$3K Buy