Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$213K Sell
2024
Q4
$220K Buy
2024
Q3
$222K Sell
2024
Q2
$204K Sell
2024
Q1
$280K Sell
2023
Q4
$382K Sell
2023
Q3
$464K Buy
2023
Q2
$276K Buy
2020
Q3
Sell
2020
Q2
$91K Hold
2020
Q1
$76K Sell
2019
Q4
$153K Buy