Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
2025
Q1
$288K Hold
2024
Q4
$367K Buy
2024
Q3
$89K Sell
2024
Q2
$1.02M Buy
2024
Q1
$243K Hold
2023
Q4
$221K Buy
2020
Q4
Sell
2020
Q3
$33K Hold
2020
Q2
$35K Buy