Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
2022
Q1
Sell
2021
Q4
$406K Buy
2021
Q3
$374K Hold
2021
Q2
$389K Sell
2021
Q1
$362K Buy
2020
Q4
$381K Buy