Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$936K Hold
2025
Q1
$671K Sell
2024
Q4
$646K Buy
2022
Q2
Sell
2022
Q1
$200K Hold
2021
Q4
$311K Hold
2021
Q3
$299K Buy