Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
2025
Q1
Hold
2023
Q2
Sell
2023
Q1
$797K Buy
2022
Q1
Sell
2021
Q4
$1.01M Buy
2020
Q4
Sell
2020
Q3
$387K Hold
2020
Q2
$284K Buy