Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$240K Sell
2024
Q4
$214K Buy
2024
Q3
$241K Buy
2021
Q3
$42K Hold
2021
Q2
$49K Hold
2021
Q1
$50K Hold
2020
Q4
$50K Buy