Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$269K Buy
2023
Q2
Sell
2023
Q1
$350K Buy
2022
Q4
$366K Buy
2022
Q2
Sell
2022
Q1
$459K Buy
2021
Q4
$360K Buy
2021
Q1
Sell
2020
Q4
$412K Buy
2020
Q3
$238K Buy
2020
Q2
$251K Buy
2020
Q1
$219K Buy
2019
Q4
$210K Buy