Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$9.91K Sell
2024
Q4
$37.4K Buy
2023
Q3
Sell
2023
Q2
$14K Sell
2023
Q1
$27K Buy
2022
Q4
$15K Sell
2022
Q3
$15K Sell
2022
Q2
$19K Buy
2022
Q1
$6K Buy
2021
Q4
Sell
2021
Q3
$354K Sell
2021
Q2
$1.14M Buy
2021
Q1
$726K Sell
2020
Q4
$758K Buy
2020
Q3
Hold
2019
Q1
Sell
2018
Q4
$951K Buy