Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
2025
Q1
$230K Sell
2024
Q4
$390K Sell
2024
Q3
$451K Buy
2024
Q2
$419K Sell
2024
Q1
$396K Buy
2023
Q4
$392K Buy
2023
Q3
$322K Buy
2023
Q2
$382K Buy
2022
Q3
Sell
2022
Q2
$345K Buy
2022
Q1
$251K Buy
2018
Q4
Sell
2018
Q3
$60K Buy