Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
2025
Q1
$172K Sell
2024
Q4
$151K Hold
2024
Q3
$157K Buy
2024
Q2
$168K Sell
2024
Q1
$185K Buy
2023
Q4
$154K Hold
2023
Q3
$164K Hold
2023
Q2
$145K Hold
2023
Q1
$142K Buy
2019
Q1
Sell
2018
Q4
$213K Buy
2018
Q3
$374K Buy