Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$274K Buy
2024
Q4
Sell
2024
Q3
$355K Buy
2024
Q2
$319K Buy
2024
Q1
$332K Buy
2023
Q4
$259K Buy
2019
Q2
Sell
2019
Q1
$62K Buy
2018
Q4
$40K Sell
2018
Q3
$47K Buy
2018
Q2
$38K Buy
2018
Q1
$24K Buy
2017
Q4
Hold