Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$627K Hold
2024
Q3
$999K Hold
2024
Q2
$479K Buy
2022
Q4
Sell
2022
Q3
$120K Hold
2022
Q2
$170K Hold
2022
Q1
$371K Hold
2021
Q4
$790K Buy