Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$66K Hold
2024
Q4
$55K Hold
2024
Q3
$69K Buy
2024
Q2
Sell
2024
Q1
$73K Sell
2023
Q4
$509K Buy
2023
Q2
Sell
2023
Q1
$383K Buy
2022
Q1
Sell
2021
Q4
$459K Buy
2018
Q4
Sell
2018
Q3
$771K Hold
2018
Q2
$629K Buy
2018
Q1
$453K Buy