Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
2025
Q1
$402K Sell
2024
Q4
$516K Buy
2024
Q3
$326K Buy
2021
Q4
Sell
2021
Q3
$222K Sell
2021
Q2
$1.32M Buy
2021
Q1
$1.06M Sell
2020
Q4
$1.68M Buy