Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$114K Buy
2024
Q4
$106K Sell
2024
Q3
$246K Sell
2024
Q2
$295K Buy
2024
Q1
$268K Buy
2023
Q4
$246K Buy
2023
Q3
$248K Buy
2023
Q2
$161K Buy
2023
Q1
$130K Sell
2022
Q4
$125K Buy
2020
Q3
Sell
2020
Q2
$28K Hold
2020
Q1
$22K Buy
2019
Q4
$42K Buy