Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
2025
Q1
$219K Buy
2024
Q4
Sell
2024
Q3
$226K Hold
2024
Q2
$219K Buy
2024
Q1
Sell
2023
Q4
$202K Buy
2021
Q1
Sell
2020
Q4
$203K Buy
2019
Q2
Sell
2019
Q1
$136K Buy