Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$251K Buy
2021
Q4
Sell
2021
Q3
$417K Buy
2021
Q2
$417K Buy
2021
Q1
$405K Sell
2020
Q4
$408K Sell
2020
Q3
$421K Buy
2020
Q2
$435K Buy
2020
Q1
$415K Buy
2019
Q4
$200K Buy