Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
2025
Q1
$290K Buy
2024
Q4
$291K Hold
2024
Q3
$302K Hold
2024
Q2
$274K Hold
2024
Q1
$323K Sell
2023
Q4
$340K Sell
2023
Q3
$289K Hold
2023
Q2
$343K Buy
2023
Q1
$287K Buy
2021
Q1
Sell
2020
Q4
$133K Buy
2020
Q2
Sell
2020
Q1
$392K Sell
2019
Q4
$465K Buy