Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$208K Buy
2024
Q4
$173K Sell
2024
Q3
$190K Buy
2024
Q2
$179K Buy
2023
Q2
Sell
2023
Q1
$144K Buy
2022
Q4
$163K Buy
2022
Q3
$127K Sell
2022
Q2
$127K Buy
2019
Q1
Sell
2018
Q4
$39K Buy