Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$48.7K Buy
2025
Q1
$57.5K Sell
2024
Q4
$97K Buy
2024
Q3
Sell
2024
Q2
$454K Buy
2024
Q1
$484K Sell
2023
Q4
$445K Buy
2023
Q3
$286K Sell
2023
Q2
$358K Sell
2023
Q1
$827K Buy
2022
Q4
$590K Buy
2022
Q3
$372K Buy
2018
Q4
Sell
2018
Q3
$210K Sell
2018
Q2
$240K Buy
2017
Q1
Sell
2016
Q4
$224K Buy