Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2025
Q1
$224K Hold
2024
Q4
$231K Hold
2024
Q3
$206K Buy
2021
Q4
Sell
2021
Q3
$99K Sell
2021
Q2
$184K Buy
2021
Q1
$164K Sell
2020
Q4
$255K Buy