Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
2025
Q1
$320K Sell
2024
Q4
$454K Buy
2024
Q3
$273K Buy
2024
Q2
$314K Sell
2024
Q1
$406K Buy
2023
Q4
$303K Buy
2023
Q3
Sell
2023
Q2
$253K Buy
2023
Q1
$217K Buy
2022
Q4
$211K Buy
2019
Q3
Sell
2019
Q2
$2K Hold
2019
Q1
$2K Buy