Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
2025
Q1
$328K Sell
2024
Q4
$352K Buy
2024
Q3
$290K Buy
2024
Q2
Sell
2024
Q1
$239K Buy
2022
Q2
Sell
2022
Q1
$1.2M Buy
2019
Q3
Sell
2019
Q2
$4K Hold
2019
Q1
$4K Sell
2018
Q4
$4K Buy
2018
Q3
$2K Sell
2018
Q2
$4K Hold
2018
Q1
$4K Buy
2017
Q4
$4K Buy