Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$9K Buy
2024
Q2
Sell
2024
Q1
$27K Buy
2023
Q3
Sell
2023
Q2
$11K Buy
2023
Q1
Sell
2022
Q4
$25K Buy
2022
Q3
$21K Buy
2022
Q1
Sell
2021
Q4
$42K Buy
2021
Q3
$25K Sell
2021
Q2
$85K Buy
2020
Q3
Sell
2020
Q2
$74K Buy