Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
2025
Q1
$223K Sell
2024
Q4
$308K Buy
2024
Q3
$311K Buy
2024
Q2
$317K Buy
2024
Q1
$253K Sell
2023
Q4
$218K Buy
2023
Q1
Sell
2022
Q4
$218K Buy
2022
Q1
Sell
2021
Q4
$218K Buy
2021
Q3
$211K Buy
2018
Q4
Sell
2018
Q3
$23K Hold
2018
Q2
$21K Hold
2018
Q1
$17K Buy