Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$222K Sell
2024
Q3
$221K Buy
2024
Q2
Sell
2024
Q1
$222K Sell
2023
Q4
$255K Buy
2023
Q3
Sell
2023
Q2
$218K Hold
2023
Q1
$223K Buy
2017
Q1
Sell
2016
Q4
$7K Buy