Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
2025
Q1
$252K Buy
2024
Q4
$299K Hold
2024
Q3
$306K Hold
2024
Q2
$254K Hold
2024
Q1
$226K Buy
2023
Q3
Sell
2023
Q2
$214K Buy
2021
Q2
Sell
2021
Q1
$83K Sell
2020
Q4
$124K Sell
2020
Q3
$117K Buy
2020
Q2
$105K Hold
2020
Q1
$92K Sell
2019
Q4
$118K Buy
2019
Q3
$105K Buy
2019
Q2
$102K Buy