Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11K Hold
2025
Q1
$13K Hold
2024
Q4
$7K Hold
2024
Q3
$5K Hold
2024
Q2
$6K Hold
2024
Q1
$8K Hold
2023
Q4
$7K Hold
2023
Q3
$16K Hold
2023
Q2
$20K Hold
2023
Q1
$23K Buy
2017
Q2
Sell
2017
Q1
$168K Sell
2016
Q4
$246K Buy