Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$88.3K Buy
2023
Q2
Sell
2023
Q1
$175K Hold
2022
Q4
$172K Buy
2022
Q2
Sell
2022
Q1
$251K Sell
2021
Q4
$697K Buy
2021
Q3
$338K Hold
2021
Q2
$317K Sell
2021
Q1
$647K Sell
2020
Q4
$651K Sell
2020
Q3
$503K Buy
2017
Q2
Sell
2017
Q1
$371K Buy
2016
Q3
Sell
2016
Q2
$239K Buy
2016
Q1
Sell
2015
Q4
$204K Buy