Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
2025
Q1
Sell
2024
Q4
$237K Sell
2024
Q3
$247K Sell
2024
Q2
$294K Sell
2024
Q1
$250K Buy
2022
Q1
Sell
2021
Q4
$205K Sell
2021
Q3
$338K Hold
2021
Q2
$323K Hold
2021
Q1
$286K Hold
2020
Q4
$238K Hold
2020
Q3
$220K Buy
2019
Q2
Sell
2019
Q1
$202K Buy
2018
Q4
Sell
2018
Q3
$206K Buy