Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
2025
Q1
$240K Buy
2022
Q2
Sell
2022
Q1
$250K Sell
2021
Q4
$363K Hold
2021
Q3
$304K Hold
2021
Q2
$298K Hold
2021
Q1
$307K Hold
2020
Q4
$282K Buy
2020
Q3
$762 Sell
2020
Q2
$241K Buy
2020
Q1
Sell
2019
Q4
$205K Hold
2019
Q3
$200K Buy