Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
2025
Q1
$107K Buy
2024
Q4
$88K Buy
2020
Q2
Sell
2020
Q1
$41K Hold
2019
Q4
$69K Hold
2019
Q3
$52K Hold
2019
Q2
$45K Hold
2019
Q1
$51K Hold
2018
Q4
$43K Buy