Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2025
Q1
$251K Buy
2022
Q2
Sell
2022
Q1
$343K Buy
2021
Q3
Sell
2021
Q2
$363K Hold
2021
Q1
$274K Hold
2020
Q4
$280K Hold
2020
Q3
$253K Hold
2020
Q2
$235K Buy