Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$815K Buy
2023
Q2
Sell
2023
Q1
$435K Buy
2022
Q2
Hold
2022
Q1
Hold
2020
Q2
Sell
2020
Q1
$491K Buy
2018
Q1
Sell
2017
Q4
$342K Buy