Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
2025
Q1
$398K Buy
2024
Q4
$442K Buy
2024
Q3
$284K Buy
2024
Q2
$241K Buy
2023
Q2
Sell
2023
Q1
$513K Buy
2022
Q4
$410K Buy
2021
Q3
$546K Hold
2021
Q2
$588K Sell
2021
Q1
$1.06M Buy
2020
Q4
$445K Buy