Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$46K Buy
2022
Q2
$5K Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$359K Buy
2021
Q2
$33K Buy
2021
Q1
Hold