Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
2025
Q1
$311K Buy
2024
Q4
$345K Buy
2024
Q3
$392K Buy
2024
Q2
$355K Sell
2024
Q1
$327K Hold
2023
Q4
$327K Sell
2023
Q3
$316K Buy
2023
Q2
$231K Buy
2023
Q1
$269K Buy
2020
Q2
Sell
2020
Q1
$35K Buy