Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
2025
Q1
$269K Buy
2024
Q4
$267K Sell
2024
Q3
$346K Hold
2024
Q2
$287K Sell
2024
Q1
$288K Sell
2023
Q4
$277K Sell
2023
Q3
$260K Sell
2023
Q2
$312K Sell
2023
Q1
$291K Sell
2022
Q4
$232K Hold
2022
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$215K Buy
2019
Q3
Sell
2019
Q2
$207K Buy
2019
Q1
$8.33K Buy
2018
Q4
Sell
2018
Q3
$243K Hold
2018
Q2
$207K Buy