Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
2025
Q1
$208K Sell
2024
Q4
$217K Buy
2021
Q4
Sell
2021
Q3
$213K Buy
2020
Q2
Sell
2020
Q1
$155K Sell
2019
Q4
$201K Buy