Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
2025
Q1
$284K Buy
2024
Q4
$299K Buy
2024
Q2
Sell
2024
Q1
$233K Buy
2020
Q1
Sell
2019
Q4
$231K Sell
2019
Q3
$203K Sell
2019
Q2
$240K Sell
2019
Q1
$202K Buy