Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$11K Buy
2023
Q3
Sell
2023
Q2
$85K Buy
2023
Q1
$29K Buy
2022
Q4
Sell
2022
Q3
$157K Sell
2022
Q2
$259K Buy
2022
Q1
$360K Sell
2021
Q4
$1.51M Buy
2020
Q2
Sell
2020
Q1
$37K Buy
2019
Q4
$30K Buy
2019
Q3
Sell
2019
Q2
$478K Buy