Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$323K Buy
2024
Q4
$360K Buy
2024
Q3
$246K Buy
2024
Q2
$21.2K Buy
2024
Q1
$21.5K Sell
2023
Q4
$25.7K Buy
2023
Q3
$19.3K Buy
2019
Q4
Sell
2019
Q3
$189K Sell
2019
Q2
$231K Buy
2019
Q1
$143K Buy