Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
2025
Q1
$488K Buy
2024
Q4
$433K Buy
2024
Q3
$351K Buy
2024
Q2
$288K Buy
2024
Q1
$302K Buy
2023
Q4
$242K Buy
2023
Q3
$263K Sell
2023
Q2
$275K Buy
2023
Q1
$227K Buy
2018
Q2
Sell
2018
Q1
$10K Hold
2017
Q4
$12K Hold
2017
Q3
$12K Hold
2017
Q2
$78 Buy