Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$24.1K Sell
2024
Q3
$239K Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Hold
2022
Q2
Sell
2022
Q1
$908K Buy
2021
Q4
$743K Buy
2021
Q3
Hold
2021
Q2
Hold
2020
Q1
Sell
2019
Q4
$76K Sell
2019
Q3
$120K Sell
2019
Q2
$953K Buy