Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
2025
Q1
$213K Buy
2023
Q3
Sell
2023
Q2
$226K Hold
2023
Q1
$227K Buy
2022
Q2
Sell
2022
Q1
$203K Hold
2021
Q4
$250K Sell
2021
Q3
$269K Hold
2021
Q2
$236K Buy
2021
Q1
$255K Sell
2020
Q4
$316K Hold
2020
Q3
$240K Sell
2020
Q2
$219K Buy