Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$232K Sell
2024
Q4
$274K Hold
2024
Q3
$249K Hold
2024
Q2
$222K Sell
2024
Q1
$221K Buy
2020
Q1
Sell
2019
Q4
$264K Hold
2019
Q3
$258K Hold
2019
Q2
$240K Hold
2019
Q1
$244K Buy