Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
2025
Q1
$208K Hold
2024
Q4
$271K Buy
2024
Q3
$257K Sell
2024
Q2
$237K Buy
2024
Q1
$323K Sell
2023
Q4
$315K Buy
2023
Q3
$205K Buy
2021
Q4
Sell
2021
Q3
$615K Buy
2021
Q2
$413K Buy
2021
Q1
$376K Sell
2020
Q4
$370K Sell
2020
Q3
$340K Sell
2020
Q2
$227K Buy