Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
2025
Q1
$76.4K Sell
2024
Q4
$183K Sell
2024
Q3
$221K Buy
2024
Q2
$183K Sell
2024
Q1
$207K Sell
2023
Q4
$185K Hold
2023
Q3
$168K Buy
2023
Q2
$166K Buy
2023
Q1
$152K Buy
2020
Q1
Sell
2019
Q4
$304K Buy
2019
Q3
$265K Buy