Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$85K Hold
2024
Q4
$115K Buy
2023
Q4
Sell
2023
Q3
$237K Buy
2020
Q2
Sell
2020
Q1
$32K Buy
2019
Q4
$91K Buy