Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
2025
Q1
$265K Sell
2024
Q4
$327K Buy
2024
Q3
Sell
2024
Q2
$203K Sell
2024
Q1
$237K Hold
2023
Q4
$240K Buy
2022
Q2
Sell
2022
Q1
$218K Buy
2021
Q4
$380K Buy
2021
Q3
$359K Sell
2021
Q2
$460K Hold
2021
Q1
$349K Sell
2020
Q4
$374K Hold
2020
Q3
$338K Buy
2020
Q2
$242K Buy