Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$79.5K Hold
2025
Q1
$92.4K Buy
2023
Q1
Sell
2022
Q4
$35K Sell
2022
Q3
$461K Hold
2022
Q2
$460K Buy
2022
Q1
$670K Hold
2021
Q4
$285K Sell
2021
Q3
$607K Sell
2021
Q2
$695K Buy
2021
Q1
$709K Sell
2020
Q4
$539K Hold
2020
Q3
$451K Buy
2020
Q2
$17K Buy
2019
Q4
Sell
2019
Q3
$21K Hold
2019
Q2
$28K Buy