Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
2025
Q1
Sell
2024
Q4
$28K Buy
2022
Q4
Sell
2022
Q3
$21K Buy
2022
Q2
$19K Sell
2022
Q1
$22K Sell
2021
Q4
$43K Buy
2021
Q3
Sell
2021
Q2
$34K Sell
2021
Q1
$289K Buy
2020
Q4
$99K Buy
2018
Q1
Sell
2017
Q4
$224K Buy
2017
Q3
$96K Buy