Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$207K Hold
2024
Q4
$284K Hold
2024
Q3
$275K Hold
2024
Q2
$251K Hold
2024
Q1
$226K Hold
2023
Q4
$226K Hold
2023
Q3
$212K Buy
2019
Q3
Sell
2019
Q2
$47K Buy
2019
Q1
$28K Buy
2018
Q4
$19K Buy