Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
2025
Q1
$452K Hold
2024
Q4
$479K Hold
2024
Q3
$419K Hold
2024
Q2
$348K Buy
2021
Q3
Sell
2021
Q2
$263K Hold
2021
Q1
$282K Buy
2020
Q4
$290K Hold
2020
Q3
$216K Buy