Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$238K Sell
2024
Q4
$410K Sell
2024
Q3
$447K Sell
2024
Q2
$406K Sell
2024
Q1
$356K Buy
2023
Q1
Sell
2022
Q4
$48.4K Buy
2019
Q2
Sell
2019
Q1
$197K Sell
2018
Q4
$372K Buy
2018
Q3
$370K Sell
2018
Q2
$347K Buy