Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
2025
Q1
$336K Buy
2024
Q4
$332K Buy
2024
Q3
$317K Buy
2024
Q2
$230K Buy
2024
Q1
$224K Buy
2023
Q1
Sell
2022
Q4
$75.6K Buy
2019
Q2
Sell
2019
Q1
$3K Buy
2018
Q4
Sell
2018
Q3
$3K Hold
2018
Q2
$3K Hold
2018
Q1
$3K Hold
2017
Q4
$3K Buy