Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
2025
Q1
Sell
2024
Q4
$708K Buy
2024
Q3
$471K Buy
2022
Q3
Sell
2022
Q2
$220K Sell
2022
Q1
$480K Buy
2021
Q4
$350K Buy
2019
Q3
Sell
2019
Q2
$330K Sell
2019
Q1
$462K Hold
2018
Q4
$410K Hold
2018
Q3
$507K Buy