Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
2023
Q2
Sell
2023
Q1
$449K Buy
2022
Q4
$513K Sell
2022
Q3
$407K Buy
2021
Q2
Sell
2021
Q1
$560K Sell
2020
Q4
$539K Buy
2020
Q1
Sell
2019
Q4
$238K Sell
2019
Q3
$260 Sell
2019
Q2
$267K Sell
2019
Q1
$337K Sell
2018
Q4
$350K Sell
2018
Q3
$441K Sell
2018
Q2
$466K Buy