Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
2025
Q1
$259K Hold
2024
Q4
$248K Buy
2022
Q1
Sell
2021
Q4
$340K Hold
2021
Q3
$344K Buy
2021
Q2
$285K Hold
2021
Q1
$281K Buy
2020
Q4
$244K Sell
2020
Q3
$266K Hold
2020
Q2
$242K Buy
2020
Q1
Sell
2019
Q4
$146K Buy