Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11K Sell
2025
Q1
$7K Sell
2024
Q4
$13K Hold
2024
Q3
$25K Buy
2024
Q1
$69K Sell
2023
Q4
$73K Buy
2021
Q1
Sell
2020
Q4
$195K Hold
2020
Q3
$245K Hold
2020
Q2
$241K Sell
2020
Q1
$152K Sell
2019
Q4
$256K Sell
2019
Q3
$166K Sell
2019
Q2
$195K Sell
2019
Q1
$197K Buy