Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$185K Hold
2025
Q1
$206K Buy
2024
Q4
Sell
2024
Q3
$155K Hold
2024
Q2
$150K Hold
2024
Q1
$136K Buy
2023
Q4
$28.8K Buy
2021
Q4
Sell
2021
Q3
$219K Sell
2021
Q2
$775K Sell
2021
Q1
$913K Sell
2020
Q4
$952K Sell
2020
Q3
$1.06M Hold
2020
Q2
$988K Sell
2020
Q1
$867K Sell
2019
Q4
$1.09M Sell
2019
Q3
$903K Sell
2019
Q2
$887K Sell
2019
Q1
$929K Sell
2018
Q4
$1.02M Buy