Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$263K Sell
2024
Q4
$291K Buy
2021
Q3
Sell
2021
Q2
$259K Sell
2021
Q1
$298K Sell
2020
Q4
$295K Sell
2020
Q3
$240K Sell
2020
Q2
$207K Sell
2020
Q1
$201K Sell
2019
Q4
$269K Sell
2019
Q3
$379K Buy
2019
Q2
$470K Buy