Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2025
Q1
$245K Sell
2024
Q4
$330K Buy
2024
Q3
$268K Buy
2024
Q2
$278K Sell
2024
Q1
$335K Sell
2023
Q4
$302K Buy
2019
Q3
Sell
2019
Q2
$24K Sell
2019
Q1
$43K Hold
2018
Q4
$36K Buy
2018
Q3
$36K Sell
2018
Q2
$45K Buy
2018
Q1
$46K Buy
2017
Q4
$1K Buy