Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
2020
Q4
Sell
2020
Q3
$30K Hold
2020
Q2
$21K Buy
2020
Q1
$16K Buy
2019
Q4
$10K Hold
2019
Q3
$9K Hold
2019
Q2
$8K Hold
2019
Q1
$8K Buy