Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$846K Sell
2025
Q1
$689K Hold
2024
Q4
$570K Buy
2022
Q2
Sell
2022
Q1
$532K Buy
2021
Q4
$293K Buy
2021
Q3
$307K Hold
2021
Q2
$343K Hold
2021
Q1
$373K Hold
2020
Q4
$349K Buy