Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
2025
Q1
$221K Buy
2024
Q4
$175K Buy
2024
Q3
$46.4K Buy
2024
Q1
Sell
2023
Q4
$25K Buy
2021
Q1
Sell
2020
Q4
$203K Buy
2020
Q1
Sell
2019
Q4
$240K Buy
2019
Q3
$175K Buy