Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
2025
Q1
$321K Sell
2024
Q4
$286K Sell
2024
Q3
$307K Buy
2024
Q1
$248K Buy
2023
Q4
$193K Buy
2021
Q1
Sell
2020
Q4
$307K Buy
2020
Q3
$272K Hold
2020
Q2
$270K Sell
2020
Q1
$270K Sell
2019
Q4
$350K Buy