Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
2025
Q1
$595K Buy
2024
Q4
$613K Buy
2024
Q3
$471K Buy
2024
Q2
$316K Buy
2024
Q1
$210K Buy
2022
Q2
Sell
2022
Q1
$313K Hold
2021
Q4
$320K Sell
2021
Q3
$473K Buy