Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2024
Q1
Sell
2023
Q4
$269K Sell
2023
Q3
$582K Buy
2023
Q2
Hold
2022
Q2
Sell
2022
Q1
$912K Hold
2021
Q4
$1.1M Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold