Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$417K Hold
2024
Q4
$366K Hold
2024
Q3
$388K Hold
2024
Q2
$290K Buy
2024
Q1
$245K Sell
2023
Q4
$254K Sell
2023
Q3
$224K Buy
2021
Q2
Sell
2021
Q1
$103K Sell
2020
Q4
$101K Buy
2020
Q3
$86K Buy
2020
Q2
$84K Buy
2020
Q1
$46K Sell
2019
Q4
$63K Buy
2019
Q3
Sell
2019
Q2
$62K Buy