Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$354K Sell
2025
Q1
$360K Hold
2024
Q4
$318K Buy
2024
Q3
$73.9K Sell
2024
Q2
$101K Buy
2024
Q1
$142K Buy
2020
Q3
Sell
2020
Q2
$231K Hold
2020
Q1
$214K Hold
2019
Q4
$231K Buy