Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$262K Sell
2024
Q4
$347K Sell
2024
Q3
$335K Buy
2024
Q2
$273K Buy
2024
Q1
$265K Buy
2020
Q3
Sell
2020
Q2
$6K Sell
2020
Q1
$10K Buy
2019
Q4
$13K Buy