Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$330K Hold
2025
Q1
$347K Hold
2024
Q4
$336K Hold
2024
Q3
$311K Sell
2024
Q2
$321K Hold
2024
Q1
$371K Buy
2023
Q4
$212K Buy
2021
Q4
Sell
2021
Q3
$222K Hold
2021
Q2
$218K Sell
2021
Q1
$255K Hold
2020
Q4
$259K Hold
2020
Q3
$236K Hold
2020
Q2
$239K Sell
2020
Q1
$205K Hold
2019
Q4
$316K Buy