Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$856K Buy
2025
Q1
$454K Buy
2024
Q4
$529K Buy
2024
Q3
$345K Buy
2024
Q2
$259K Buy
2024
Q1
$232K Buy
2021
Q4
Sell
2021
Q3
$225K Hold
2021
Q2
$215K Buy