Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$200K Buy
2024
Q4
$225K Buy
2024
Q1
Sell
2023
Q4
$250K Sell
2023
Q3
$282K Sell
2023
Q2
$357K Sell
2023
Q1
$343K Buy
2022
Q4
$341K Buy
2022
Q3
$235K Buy
2022
Q2
$148K Buy
2022
Q1
$149K Buy
2018
Q4
Sell
2018
Q3
$10K Hold
2018
Q2
$9K Hold
2018
Q1
$10K Buy