Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22K Buy
2024
Q2
Sell
2024
Q1
$143K Sell
2023
Q4
$280K Buy
2023
Q3
$213K Buy
2023
Q2
$10K Buy
2021
Q2
Sell
2021
Q1
$117K Buy
2020
Q4
$59K Buy
2014
Q3
Sell
2014
Q2
$70K Buy
2014
Q1
$111K Buy