Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
2025
Q1
Sell
2024
Q4
$224K Buy
2022
Q1
Sell
2021
Q4
$228K Sell
2021
Q3
$258K Buy
2021
Q2
$258K Hold
2021
Q1
$254K Buy
2020
Q4
$225K Buy