Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
2025
Q1
$238K Buy
2024
Q4
$250K Buy
2024
Q3
$287K Buy
2022
Q2
Sell
2022
Q1
$219K Buy
2021
Q4
$225K Sell
2021
Q3
$216K Sell
2021
Q2
$236K Buy
2021
Q1
$202K Hold
2020
Q4
$215K Buy