Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
2025
Q1
$297K Buy
2024
Q4
$216K Sell
2024
Q3
$273K Hold
2024
Q2
$204K Buy
2022
Q3
Sell
2022
Q2
$206K Hold
2022
Q1
$237K Sell
2021
Q4
$401K Hold
2021
Q3
$396K Hold
2021
Q2
$447K Hold
2021
Q1
$433K Buy
2020
Q4
$374K Buy