Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
2025
Q1
$551K Sell
2024
Q4
$627K Buy
2024
Q3
$639K Buy
2024
Q2
$452K Buy
2024
Q1
$375K Buy
2019
Q4
Sell
2019
Q3
$1.31K Buy
2019
Q2
Sell
2019
Q1
$399 Buy