Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$826 Buy
2021
Q2
Sell
2021
Q1
$11K Hold
2020
Q4
$10K Sell
2020
Q3
$10K Sell
2020
Q2
$19K Sell
2020
Q1
$25K Sell
2019
Q4
$219K Sell
2019
Q3
$194K Buy
2019
Q2
$134K Sell
2019
Q1
$163K Sell
2018
Q4
$122K Buy