Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$143K Sell
2025
Q1
$203K Buy
2024
Q4
$196K Buy
2024
Q3
$125K Hold
2024
Q2
$94K Buy
2020
Q4
Sell
2020
Q3
$34K Hold
2020
Q2
$30K Buy