Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
2025
Q1
$320K Buy
2024
Q4
$327K Buy
2022
Q3
Sell
2022
Q2
$221K Sell
2022
Q1
$485K Buy
2021
Q4
$450K Sell
2021
Q3
$518K Buy
2021
Q2
$386K Buy
2021
Q1
$338K Buy
2020
Q4
$317K Buy