Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$209K Sell
2024
Q4
$264K Buy
2024
Q3
$232K Buy
2024
Q2
$162K Sell
2024
Q1
$154K Buy
2023
Q4
$132K Sell
2023
Q3
$119K Buy
2023
Q2
$103K Buy
2017
Q4
Sell
2017
Q3
$7K Hold
2017
Q2
$6K Hold
2017
Q1
$6K Buy