Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2025
Q1
$207K Sell
2024
Q4
$340K Hold
2024
Q3
$299K Hold
2024
Q2
$299K Buy
2024
Q1
$210K Buy
2021
Q3
Sell
2021
Q2
$333K Buy
2021
Q1
$210K Buy
2020
Q2
Sell
2020
Q1
$307K Sell
2019
Q4
$1.02M Buy
2019
Q3
$721K Buy