Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$49.5K Sell
2024
Q4
$215K Hold
2024
Q3
$254K Buy
2024
Q2
$252K Hold
2024
Q1
$209K Sell
2023
Q4
$504K Buy
2019
Q1
Sell
2018
Q4
$545K Sell
2018
Q3
$557K Buy