Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
2025
Q1
$274K Sell
2024
Q4
$245K Buy
2024
Q3
$259K Buy
2022
Q1
Sell
2021
Q4
$289K Buy
2021
Q3
$276K Hold
2021
Q2
$312K Buy
2021
Q1
$303K Hold
2020
Q4
$275K Sell
2020
Q3
$268K Hold
2020
Q2
$261K Buy
2020
Q1
$228K Buy
2019
Q4
$277K Buy