Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Hold
2025
Q1
$320K Hold
2024
Q4
$296K Sell
2024
Q3
$403K Hold
2024
Q2
$429K Hold
2024
Q1
$363K Hold
2023
Q4
$302K Sell
2023
Q3
$252K Hold
2023
Q2
$267K Hold
2023
Q1
$220K Buy
2019
Q1
Sell
2018
Q4
$932K Buy