Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
2025
Q1
$340K Buy
2022
Q1
Sell
2021
Q4
$231K Sell
2021
Q3
$246K Sell
2021
Q2
$313K Sell
2021
Q1
$315K Sell
2020
Q4
$377K Sell
2020
Q3
$325K Sell
2020
Q2
$378K Buy