Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$35K Buy
2024
Q4
$17.1K Buy
2023
Q3
Sell
2023
Q2
$18.9K Sell
2023
Q1
$53.6K Buy
2022
Q3
Sell
2022
Q2
$42K Buy
2022
Q1
Sell
2021
Q4
$123K Buy
2021
Q3
$64K Buy
2021
Q2
$77K Sell
2021
Q1
$147K Buy
2020
Q1
Sell
2019
Q4
$209K Buy