Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
2025
Q1
$105K Buy
2024
Q4
$111K Sell
2024
Q3
$145K Sell
2024
Q2
$148K Sell
2024
Q1
$182K Buy
2023
Q4
$158K Buy
2018
Q1
Sell
2017
Q4
$1.39M Buy