Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$85K Sell
2025
Q1
$86.4K Sell
2024
Q4
$153K Buy
2024
Q3
$131K Sell
2024
Q2
$150K Buy
2024
Q1
$171K Buy
2022
Q2
Sell
2022
Q1
$0 Buy
2019
Q1
Sell
2018
Q4
$0 Buy
2018
Q1
Sell
2017
Q4
$11K Buy
2017
Q3
$1K Buy
2016
Q1
Sell
2015
Q4
$4K Buy
2015
Q3
$2K Buy