Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
2025
Q1
$542K Buy
2024
Q4
$603K Buy
2022
Q1
Sell
2021
Q4
$405K Sell
2021
Q3
$403K Hold
2021
Q2
$434K Buy
2021
Q1
$259K Hold
2020
Q4
$265K Buy