Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$875K Buy
2025
Q1
$457K Buy
2024
Q4
$413K Buy
2024
Q3
Sell
2024
Q2
$1.18M Buy
2023
Q4
Sell
2023
Q3
$679K Buy
2021
Q3
Sell
2021
Q2
$656K Buy
2021
Q1
$67K Sell
2020
Q4
$83K Buy
2020
Q3
$26K Buy