Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
2025
Q1
$239K Buy
2024
Q4
$207K Buy
2024
Q3
$249K Buy
2024
Q2
$233K Buy
2024
Q1
$215K Buy
2019
Q2
Sell
2019
Q1
$8K Hold
2018
Q4
$8K Hold
2018
Q3
$8K Hold
2018
Q2
$8K Sell
2018
Q1
$9K Hold
2017
Q4
$8K Buy