Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42.3K Buy
2024
Q2
Sell
2024
Q1
$173K Sell
2023
Q4
$243K Sell
2023
Q3
$185K Buy
2022
Q2
Sell
2022
Q1
$155K Sell
2021
Q4
$638K Buy
2021
Q3
$372K Buy
2021
Q2
$461K Buy
2021
Q1
$382K Buy
2020
Q4
Sell
2020
Q3
$1.47M Buy
2020
Q2
$266K Buy
2019
Q4
Sell
2019
Q3
$885K Buy
2019
Q2
$390K Buy