Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
2025
Q1
$348K Buy
2024
Q4
$314K Hold
2024
Q3
$365K Sell
2024
Q2
$371K Sell
2024
Q1
$355K Buy
2020
Q1
Sell
2019
Q4
$352K Sell
2019
Q3
$371K Buy