Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$407K Hold
2024
Q4
$470K Sell
2024
Q3
$460K Hold
2024
Q2
$504K Hold
2024
Q1
$487K Sell
2023
Q4
$428K Buy
2021
Q3
Sell
2021
Q2
$200K Buy
2018
Q3
Sell
2018
Q2
$1.23M Buy