Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Hold
2025
Q1
$265K Buy
2024
Q4
$213K Buy
2023
Q3
Sell
2023
Q2
$206K Buy
2022
Q4
Sell
2022
Q3
$208K Buy
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$224K Buy
2021
Q2
Sell
2021
Q1
$290K Hold
2020
Q4
$307K Buy