Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
2025
Q1
$247K Buy
2024
Q4
$226K Buy
2024
Q3
$203K Sell
2024
Q2
$232K Buy
2023
Q1
Sell
2022
Q4
$287K Sell
2022
Q3
$219K Sell
2022
Q2
$275K Buy
2022
Q1
$271K Sell
2021
Q4
$354K Buy
2021
Q3
$257K Sell
2021
Q2
$257K Hold
2021
Q1
$238K Sell
2020
Q4
$331K Buy