Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$174K Hold
2025
Q1
$182K Sell
2024
Q4
$233K Sell
2024
Q3
$354K Buy
2022
Q2
$149K Buy
2021
Q3
$681K Buy
2021
Q2
$624K Buy
2021
Q1
$552K Buy
2020
Q4
$524K Buy
2020
Q3
$307K Buy
2019
Q4
Sell
2019
Q3
$142K Sell
2019
Q2
$160K Sell
2019
Q1
$131K Sell
2018
Q4
$117K Buy