Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
2024
Q4
Sell
2024
Q3
$159K Buy
2023
Q4
Sell
2023
Q3
$42K Buy
2022
Q4
Sell
2022
Q3
$65K Sell
2022
Q2
$155K Buy
2022
Q1
Sell
2021
Q4
$77K Buy
2020
Q3
Sell
2020
Q2
$360K Sell
2020
Q1
$547K Sell
2019
Q4
$1.03M Sell
2019
Q3
$2.38M Buy
2019
Q2
$453K Buy