Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20K Buy
2024
Q2
Sell
2024
Q1
$82K Buy
2021
Q2
Sell
2021
Q1
$155K Buy
2019
Q4
$47K Buy
2018
Q1
Sell
2017
Q4
$31K Buy