Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
2025
Q1
$420K Buy
2024
Q4
$59K Sell
2024
Q3
$111K Buy
2024
Q2
$76K Sell
2024
Q1
$158 Buy
2023
Q4
Hold
2021
Q4
Sell
2021
Q3
$332K Buy
2019
Q4
Sell
2019
Q3
$157K Buy
2018
Q4
Sell
2018
Q3
$527K Buy
2018
Q2
$15K Buy