Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$631K Hold
2025
Q1
$561K Buy
2024
Q4
Sell
2024
Q3
$484K Sell
2024
Q2
$654K Buy
2024
Q1
$183K Buy
2021
Q1
Sell
2020
Q4
$11K Hold
2020
Q3
$10K Hold
2020
Q2
$12K Hold
2020
Q1
$10K Hold
2019
Q4
$12K Buy