Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
2025
Q1
$250K Hold
2024
Q4
$219K Hold
2024
Q3
$230K Buy
2023
Q1
Sell
2022
Q4
$236K Hold
2022
Q3
$216K Hold
2022
Q2
$237K Buy
2022
Q1
$265K Hold
2021
Q4
$322K Sell
2021
Q3
$326K Sell
2021
Q2
$381K Hold
2021
Q1
$371K Sell
2020
Q4
$382K Buy