Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
2025
Q1
$199K Buy
2020
Q3
Sell
2020
Q2
$23K Hold
2020
Q1
$16K Hold
2019
Q4
$31K Hold
2019
Q3
$31K Buy