Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$215K Buy
2023
Q1
Sell
2022
Q4
$377K Buy
2022
Q3
$265K Sell
2022
Q2
$451 Sell
2022
Q1
$684K Buy
2021
Q4
$237K Buy
2020
Q1
Sell
2019
Q4
$254K Hold
2019
Q3
$227K Buy