Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
2025
Q1
$299K Buy
2024
Q4
$245K Buy
2022
Q2
Sell
2022
Q1
$549K Sell
2021
Q4
$488K Sell
2021
Q3
$442K Hold
2021
Q2
$546K Buy
2021
Q1
$546K Buy
2020
Q4
$634K Buy
2020
Q3
$575K Buy
2020
Q2
$401K Buy
2020
Q1
$179K Buy
2019
Q4
$190K Buy