Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Hold
2025
Q1
$293K Buy
2024
Q4
$262K Hold
2024
Q3
$228K Buy
2024
Q1
$231K Hold
2023
Q4
$216K Sell
2023
Q3
$220K Buy
2023
Q2
$213K Hold
2023
Q1
$202K Buy
2021
Q1
Sell
2020
Q4
$46K Buy
2020
Q3
Sell
2020
Q2
$44K Hold
2020
Q1
$37K Hold
2019
Q4
$43K Buy