Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$105K Buy
2021
Q3
Sell
2021
Q2
$52K Buy
2020
Q4
Sell
2020
Q3
$360K Sell
2020
Q2
$442K Buy
2019
Q3
Sell
2019
Q2
$159K Buy
2018
Q4
Sell
2018
Q3
$490K Buy