Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Hold
2025
Q1
$296K Hold
2024
Q4
$484K Buy
2024
Q3
$196K Hold
2024
Q2
$206K Buy
2022
Q4
Sell
2022
Q3
$592K Buy
2022
Q2
Sell
2022
Q1
$72K Hold
2021
Q4
$101K Buy
2021
Q2
Sell
2021
Q1
$141K Sell
2020
Q4
$131K Sell
2020
Q3
$88K Sell
2020
Q2
$76K Sell
2020
Q1
$60K Buy
2019
Q4
$135K Buy