Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$142K Hold
2025
Q1
$125K Buy
2024
Q2
Sell
2024
Q1
$196K Hold
2023
Q4
$199K Hold
2023
Q3
$191K Buy
2020
Q1
Sell
2019
Q4
$3.03M Buy