Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
2025
Q1
$419K Sell
2024
Q4
$630K Buy
2024
Q3
$485K Buy
2022
Q4
Hold
2022
Q3
Hold
2020
Q1
Sell
2019
Q4
$248K Hold
2019
Q3
$243K Hold
2019
Q2
$252K Hold
2019
Q1
$367K Buy