Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21K Buy
2025
Q1
Sell
2024
Q4
$30K Sell
2024
Q3
$41K Sell
2024
Q2
$218K Buy
2023
Q4
Sell
2023
Q3
$708K Buy
2023
Q2
Sell
2023
Q1
$72K Sell
2022
Q4
$475K Buy
2022
Q3
$42K Sell
2022
Q2
$639K Buy
2021
Q3
Sell
2021
Q2
$493K Buy
2019
Q1
Sell
2018
Q4
$377K Buy