Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Hold
2025
Q1
$316K Buy
2024
Q4
$284K Buy
2024
Q2
Sell
2024
Q1
$445K Buy
2021
Q1
Sell
2020
Q4
$656K Sell
2020
Q3
$725K Buy
2020
Q2
$386K Buy
2019
Q2
Sell
2019
Q1
$323K Buy
2018
Q2
Sell
2018
Q1
$534K Buy