Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$224K Buy
2024
Q3
$214K Sell
2024
Q2
$206K Buy
2024
Q1
$211K Sell
2023
Q4
$227K Buy
2023
Q3
Sell
2023
Q2
$267K Sell
2023
Q1
$325K Buy
2020
Q3
Sell
2020
Q2
$2K Hold
2020
Q1
$2K Buy
2019
Q4
$2K Buy