Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$35.6K Sell
2024
Q3
$620K Buy
2024
Q2
$96K Buy
2021
Q2
Sell
2021
Q1
$244K Buy
2020
Q4
Sell
2020
Q3
$244K Buy
2020
Q2
$255K Buy
2020
Q1
$203K Sell
2019
Q4
$260K Sell
2019
Q3
$222K Buy
2019
Q2
Sell
2019
Q1
$211K Buy