Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2025
Q1
$273K Sell
2024
Q4
$243K Buy
2024
Q3
$212K Sell
2024
Q2
$255K Buy
2024
Q1
$259K Buy
2023
Q4
$200K Sell
2023
Q3
$527K Sell
2023
Q2
$492K Buy
2023
Q1
$477K Buy
2022
Q4
$495K Sell
2022
Q3
$463K Buy
2022
Q2
$416K Buy
2022
Q1
$308K Buy
2019
Q3
Sell
2019
Q2
$1K Hold
2019
Q1
$1K Hold
2018
Q4
$1K Buy