Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$449 Buy
2024
Q2
Sell
2024
Q1
$2.2K Sell
2023
Q4
$4.8K Sell
2023
Q3
$310K Sell
2023
Q2
$610K Buy
2023
Q1
Sell
2022
Q4
$1.47K Sell
2022
Q3
$2K Buy
2020
Q3
Sell
2020
Q2
$209K Buy
2020
Q1
$110K Buy
2018
Q1
Sell
2017
Q4
$0 Buy