Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
2025
Q1
$1K Buy
2022
Q4
Sell
2022
Q3
$30K Sell
2022
Q2
$63K Buy
2022
Q1
$43K Hold
2021
Q4
$51K Hold
2021
Q3
$41K Hold
2021
Q2
$39K Hold
2021
Q1
$43K Hold
2020
Q4
$37K Hold
2020
Q3
$26K Buy
2017
Q1
Sell
2016
Q4
$192K Buy