Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$288K Buy
2022
Q2
Sell
2022
Q1
$13K Buy
2021
Q4
$16K Sell
2021
Q3
$20K Buy
2021
Q2
$13K Hold
2021
Q1
$13K Hold
2020
Q4
$14K Buy