Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
2025
Q1
$379K Sell
2024
Q4
$412K Sell
2024
Q3
$434K Sell
2024
Q2
$576K Buy
2024
Q1
$641K Buy
2023
Q4
$210K Buy
2023
Q3
$138K Sell
2023
Q2
$188K Sell
2023
Q1
$193K Buy
2019
Q1
Sell
2018
Q4
$4.27K Hold
2018
Q3
$5.34K Sell
2018
Q2
$174K Sell
2018
Q1
$283K Buy