Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
2025
Q1
$315K Sell
2024
Q4
$430K Buy
2024
Q3
$418K Buy
2023
Q2
Sell
2023
Q1
$39.3K Sell
2022
Q4
$43K Buy
2022
Q3
$27K Buy
2022
Q2
$14K Buy
2020
Q2
Sell
2020
Q1
$5K Hold
2019
Q4
$6K Hold
2019
Q3
$7K Hold
2019
Q2
$6K Hold
2019
Q1
$7K Buy
2018
Q4
$6K Buy