Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$223K Hold
2024
Q4
$226K Sell
2024
Q3
$226K Sell
2024
Q2
$235K Buy
2024
Q1
$241K Buy
2022
Q1
Sell
2021
Q4
$241K Sell
2021
Q3
$251K Sell
2021
Q2
$303K Sell
2021
Q1
$277K Sell
2020
Q4
$361K Buy
2020
Q3
$297K Buy
2020
Q2
$217K Buy
2020
Q1
Sell
2019
Q4
$246K Buy
2019
Q3
$204K Buy