Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$29.6K Buy
2023
Q4
Sell
2023
Q3
$127K Buy
2023
Q2
Sell
2023
Q1
$177K Buy
2021
Q4
Sell
2021
Q3
$312K Sell
2021
Q2
$1.17M Buy
2021
Q1
Sell
2020
Q4
$216K Sell
2020
Q3
$240K Buy
2020
Q2
$197K Sell
2020
Q1
$313K Buy
2018
Q4
Sell
2018
Q3
$246K Buy
2018
Q2
$203K Buy