Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
2025
Q1
$143K Sell
2024
Q4
$131K Buy
2024
Q3
$134K Buy
2024
Q2
$122K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold