Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
2024
Q2
Sell
2024
Q1
$242K Buy
2022
Q2
Sell
2022
Q1
$226K Buy
2021
Q4
$252K Buy
2021
Q3
$214K Hold
2021
Q2
$242K Buy
2021
Q1
$216K Buy