Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$117K Buy
2024
Q4
$143K Sell
2024
Q3
$221K Buy
2024
Q2
$263K Buy
2021
Q1
Sell
2020
Q4
$32K Buy
2020
Q1
Sell
2019
Q4
$54K Buy