Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
2025
Q1
$389K Hold
2024
Q4
$326K Sell
2024
Q3
$414K Buy
2022
Q2
Sell
2022
Q1
$508K Hold
2021
Q4
$472K Hold
2021
Q3
$447K Hold
2021
Q2
$512K Sell
2021
Q1
$535K Buy
2020
Q4
$461K Sell
2020
Q3
$520K Sell
2020
Q2
$504K Sell
2020
Q1
$1.12M Hold
2019
Q4
$1.33M Buy