Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
2025
Q1
$417K Sell
2024
Q4
$398K Buy
2024
Q3
$398K Buy
2024
Q2
$345K Buy
2023
Q2
Sell
2023
Q1
$343K Sell
2022
Q4
$471K Buy
2021
Q3
$271K Buy
2021
Q2
$331K Buy
2021
Q1
$114K Hold
2020
Q4
$105K Buy