Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$219K Buy
2024
Q4
$243K Sell
2024
Q3
$343K Buy
2024
Q2
$299K Buy
2019
Q2
Sell
2019
Q1
$22K Sell
2018
Q4
$20K Buy