Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$500K Buy
2024
Q4
$569K Sell
2024
Q3
$658K Hold
2024
Q2
$596K Buy
2024
Q1
$427K Buy
2021
Q2
Sell
2021
Q1
$9K Hold
2020
Q4
$8K Hold
2020
Q3
$6K Sell
2020
Q2
$151K Sell
2020
Q1
$102K Sell
2019
Q4
$118K Buy
2019
Q3
$54K Buy