Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$122K Sell
2024
Q3
$246K Buy
2021
Q2
Sell
2021
Q1
$53K Sell
2020
Q4
$50K Sell
2020
Q3
$48K Sell
2020
Q2
$59K Sell
2020
Q1
$61K Sell
2019
Q4
$215K Sell
2019
Q3
$194K Sell
2019
Q2
$174K Sell
2019
Q1
$176K Buy
2018
Q4
$125K Buy