Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$77K Sell
2025
Q1
$146K Buy
2024
Q4
$133K Buy
2024
Q3
$115K Buy
2024
Q2
$76K Hold
2024
Q1
$88K Buy
2023
Q4
$81K Sell
2023
Q3
$75K Sell
2023
Q2
$194K Sell
2023
Q1
$196K Sell
2022
Q4
$191K Hold
2022
Q3
$208K Hold
2022
Q2
$239K Buy
2019
Q4
Sell
2019
Q3
$1.68M Hold
2019
Q2
$1.46M Hold
2019
Q1
$1.55M Buy