Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$266K Hold
2024
Q4
$315K Hold
2024
Q3
$310K Hold
2024
Q2
$311K Buy
2024
Q1
$293K Buy
2022
Q3
Sell
2022
Q2
$163K Hold
2022
Q1
$165K Hold
2021
Q4
$185K Buy
2021
Q3
$174K Buy
2021
Q2
$155K Hold
2021
Q1
$151K Hold
2020
Q4
$132K Buy