Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
2025
Q1
$308K Hold
2024
Q4
$317K Buy
2024
Q3
$283K Sell
2024
Q2
$245K Buy
2024
Q1
$211K Buy
2020
Q2
Sell
2020
Q1
$379K Buy