Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$100K Hold
2025
Q1
$99K Hold
2024
Q4
$108K Hold
2024
Q3
$107K Sell
2024
Q2
$109K Buy
2021
Q4
Sell
2021
Q3
$0 Sell
2021
Q2
$669K Buy
2021
Q1
$643K Buy
2020
Q4
$521K Sell
2020
Q3
$408K Hold
2020
Q2
$337K Buy
2019
Q3
Sell
2019
Q2
$18K Sell
2019
Q1
$78K Buy