Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
2025
Q1
$280K Hold
2024
Q4
$288K Hold
2024
Q3
$258K Hold
2024
Q2
$216K Buy
2021
Q3
Sell
2021
Q2
$204K Buy
2021
Q1
Sell
2020
Q4
$206K Hold
2020
Q3
$200K Hold
2020
Q2
$171K Sell
2020
Q1
$329K Buy
2019
Q4
$162K Buy