Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$233K Buy
2022
Q2
Sell
2022
Q1
$230K Sell
2021
Q4
$401K Buy
2021
Q3
$428K Sell
2021
Q2
$589K Sell
2021
Q1
$680K Buy
2020
Q4
$421K Buy