Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$200K Buy
2020
Q4
Sell
2020
Q3
$2K Hold
2020
Q2
$2K Hold
2020
Q1
$1K Sell
2019
Q4
$8K Buy
2019
Q3
Sell
2019
Q2
$3.36K Sell
2019
Q1
$41K Buy
2018
Q4
Sell
2018
Q3
$28K Sell
2018
Q2
$53K Sell
2018
Q1
$119K Buy
2017
Q4
$60K Sell
2017
Q3
$60K Buy