Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$534K Buy
2024
Q4
$396K Buy
2024
Q3
$223K Buy
2022
Q1
Sell
2021
Q4
$721K Hold
2021
Q3
$763K Buy
2021
Q2
$750K Buy
2021
Q1
$524K Buy
2020
Q4
$575K Buy