Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$32K Buy
2022
Q2
Sell
2022
Q1
$98K Buy
2021
Q4
$90K Hold
2021
Q3
$73K Sell
2021
Q2
$140K Hold
2021
Q1
$134K Buy
2020
Q1
Sell
2019
Q4
$193K Hold
2019
Q3
$211K Buy
2015
Q3
Sell
2015
Q2
$167K Sell
2015
Q1
$244K Sell
2014
Q4
$412K Sell
2014
Q3
$469K Sell
2014
Q2
$930K Buy