Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2025
Q1
$199K Hold
2024
Q4
$220K Buy
2021
Q2
Sell
2021
Q1
$865K Sell
2020
Q4
$890K Buy
2020
Q3
$551K Buy
2020
Q2
$447K Buy
2020
Q1
Sell
2019
Q4
$10K Buy