Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$347K Hold
2025
Q1
$335K Hold
2024
Q4
$294K Hold
2024
Q3
$311K Hold
2024
Q2
$233K Sell
2024
Q1
$242K Buy
2021
Q3
Sell
2021
Q2
$223K Hold
2021
Q1
$216K Buy
2020
Q1
Sell
2019
Q4
$265K Buy