Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
2025
Q1
$305K Sell
2024
Q4
$338K Sell
2024
Q3
$359K Buy
2024
Q2
$282K Sell
2024
Q1
$297K Sell
2023
Q4
$275K Sell
2023
Q3
$229K Buy
2019
Q2
Sell
2019
Q1
$25K Hold
2018
Q4
$21K Hold
2018
Q3
$27K Hold
2018
Q2
$23K Hold
2018
Q1
$22K Hold
2017
Q4
$23K Buy