Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$212K Buy
2024
Q4
Sell
2024
Q3
$247K Buy
2024
Q1
Sell
2023
Q4
$339K Buy
2023
Q3
$287K Sell
2023
Q2
$385K Sell
2023
Q1
$390K Buy
2022
Q4
$302K Buy
2022
Q3
$528 Buy
2020
Q4
Sell
2020
Q3
$236K Buy
2019
Q1
Sell
2018
Q4
$181K Sell
2018
Q3
$237K Buy
2018
Q1
$129K Sell
2017
Q4
$162K Buy