Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$18.5K Sell
2024
Q4
$224K Buy
2022
Q4
Sell
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$0 Sell
2021
Q4
$7K Sell
2021
Q3
$63K Buy
2021
Q2
$61K Buy
2021
Q1
$40K Buy
2020
Q4
$4K Buy