Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$117K Hold
2025
Q1
$110K Hold
2024
Q4
$101K Hold
2024
Q3
$111K Hold
2024
Q2
$103K Buy
2023
Q4
Sell
2023
Q3
$633K Sell
2023
Q2
$702K Buy
2022
Q1
Sell
2021
Q4
$108K Buy
2021
Q3
Sell
2021
Q2
$123K Hold
2021
Q1
$128K Hold
2020
Q4
$129K Buy