Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
2025
Q1
$228K Buy
2022
Q4
Sell
2022
Q3
$298K Hold
2022
Q2
$311K Sell
2022
Q1
$645K Buy
2021
Q4
$490K Sell
2021
Q3
$606K Buy
2021
Q2
$583K Buy
2021
Q1
$297K Sell
2020
Q4
$275K Sell
2020
Q3
$365K Buy
2020
Q2
$314K Buy
2020
Q1
$202K Buy
2019
Q4
$215K Buy