Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
2025
Q1
$330K Buy
2023
Q3
Sell
2023
Q2
$434K Buy
2023
Q1
$411K Buy
2021
Q1
Sell
2020
Q4
$208K Buy
2020
Q2
Sell
2020
Q1
$306K Buy