Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31K Sell
2025
Q1
$106K Buy
2024
Q4
$103K Buy
2024
Q3
$102K Hold
2024
Q2
$95K Buy
2024
Q1
$69K Hold
2023
Q4
$88K Hold
2023
Q3
$81K Buy
2020
Q1
Sell
2019
Q4
$460K Hold
2019
Q3
$480K Hold
2019
Q2
$437K Hold
2019
Q1
$404K Buy
2018
Q2
Sell
2018
Q1
$92K Buy