Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
2025
Q1
$201K Sell
2024
Q4
$208K Sell
2024
Q3
$302K Hold
2024
Q2
$302K Buy
2024
Q1
$256K Sell
2023
Q4
$255K Buy
2023
Q3
$208K Hold
2023
Q2
$239K Sell
2023
Q1
$271K Sell
2022
Q4
$594K Buy
2022
Q3
$226K Sell
2022
Q2
$597K Buy
2022
Q1
$323K Buy
2020
Q4
Sell
2020
Q3
$227 Buy