Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$661 Hold
2024
Q4
$752 Hold
2024
Q3
$542 Hold
2024
Q2
$413 Hold
2024
Q1
$426 Sell
2023
Q4
$656 Sell
2023
Q3
$680 Hold
2023
Q2
$765 Hold
2023
Q1
$1K Sell
2022
Q4
$2.32K Buy
2021
Q3
Sell
2021
Q2
$748K Hold
2021
Q1
$803K Hold
2020
Q4
$793K Buy
2017
Q4
Sell
2017
Q3
$226K Buy