Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
2025
Q1
$268K Hold
2024
Q4
$246K Buy
2021
Q2
Sell
2021
Q1
$96K Hold
2020
Q4
$102K Buy
2020
Q3
Sell
2020
Q2
$51K Buy
2019
Q4
$48K Buy