Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$201K Buy
2024
Q4
$324K Hold
2024
Q3
$299K Hold
2024
Q2
$283K Hold
2024
Q1
$253K Buy
2021
Q4
Sell
2021
Q3
$203K Buy
2021
Q2
Sell
2021
Q1
$224K Hold
2020
Q4
$200K Buy