Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$996K Buy
2025
Q1
$272K Buy
2024
Q2
Sell
2024
Q1
$577K Sell
2023
Q4
$1.3M Sell
2023
Q3
$1.8M Buy
2020
Q3
Sell
2020
Q2
$202K Buy