Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$103K Buy
2025
Q2
Sell
2025
Q1
$114K Sell
2024
Q4
$104K Sell
2024
Q3
$117K Sell
2024
Q2
$138K Sell
2024
Q1
$155K Buy
2023
Q2
Sell
2023
Q1
$238K Sell
2022
Q4
$251K Buy
2022
Q3
$269K Sell
2022
Q2
$261K Buy
2022
Q1
$315K Sell
2021
Q4
$232K Sell
2021
Q3
$202K Sell
2021
Q2
$208K Buy
2020
Q1
Sell
2019
Q4
$330K Buy