Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$47.4K Sell
2024
Q4
$129K Sell
2024
Q3
$149K Sell
2024
Q2
$267K Buy
2022
Q2
Sell
2022
Q1
$230K Buy
2021
Q4
Sell
2021
Q3
$372K Buy
2021
Q2
$380K Buy
2021
Q1
$275K Buy
2020
Q4
$214K Buy
2020
Q3
Sell
2020
Q2
$216K Buy