Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
2025
Q1
$396K Sell
2024
Q4
$364K Buy
2024
Q3
$250K Buy
2024
Q2
$216K Buy
2021
Q3
$38K Hold
2021
Q2
$78K Hold
2021
Q1
$78K Hold
2020
Q4
$77K Buy