Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
2023
Q4
Sell
2023
Q3
$559K Buy
2023
Q2
$215K Buy
2021
Q3
Sell
2021
Q2
$45K Sell
2021
Q1
$443K Buy