Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
2025
Q1
$225K Hold
2024
Q4
$259K Hold
2024
Q3
$220K Sell
2024
Q2
$267K Buy
2024
Q1
$220K Buy
2022
Q2
Sell
2022
Q1
$375K Buy
2021
Q4
$300K Buy
2021
Q3
$263K Hold
2021
Q2
$275K Sell
2021
Q1
$560K Sell
2020
Q4
$1.83M Buy