Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$221K Hold
2024
Q4
$244K Hold
2024
Q3
$244K Hold
2024
Q2
$205K Hold
2024
Q1
$230K Hold
2023
Q4
$214K Buy
2023
Q3
Sell
2023
Q2
$239K Hold
2023
Q1
$237K Buy
2021
Q1
Sell
2020
Q4
$202K Hold
2020
Q3
$210K Sell
2020
Q2
$313K Hold
2020
Q1
$247K Buy