Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Hold
2025
Q1
$251K Hold
2024
Q4
$221K Hold
2024
Q3
$234K Buy
2023
Q2
Sell
2023
Q1
$222K Buy
2022
Q4
$240K Sell
2022
Q3
$240K Sell
2022
Q2
$286K Hold
2022
Q1
$329K Sell
2021
Q4
$417K Buy