Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
2025
Q1
$364K Hold
2024
Q4
$481K Buy
2024
Q3
$376K Buy
2024
Q2
$308K Buy
2022
Q1
Sell
2021
Q4
$200K Sell
2021
Q3
$215K Buy
2021
Q1
$220K Buy