Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
2025
Q1
$227K Buy
2022
Q1
Sell
2021
Q4
$202K Buy
2021
Q1
Sell
2020
Q4
$210K Sell
2020
Q3
$259K Sell
2020
Q2
$220K Buy
2020
Q1
Sell
2019
Q4
$254K Buy