Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$906K Buy
2025
Q1
$505K Buy
2023
Q2
Sell
2023
Q1
$118K Hold
2022
Q4
$125K Sell
2022
Q3
$211K Sell
2022
Q2
$384K Hold
2022
Q1
$395K Buy
2021
Q4
$233K Sell
2021
Q3
$1.2M Buy