Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$656 Hold
2024
Q4
$602 Hold
2024
Q3
$705 Buy
2024
Q1
Sell
2023
Q4
$642 Hold
2023
Q3
$678 Hold
2023
Q2
$683 Hold
2023
Q1
$597 Buy
2020
Q1
Sell
2019
Q4
$290K Sell
2019
Q3
$277K Sell
2019
Q2
$1.07M Buy
2019
Q1
$826K Buy
2018
Q4
$487K Buy