Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$780K Buy
2023
Q4
Sell
2023
Q3
$305K Hold
2023
Q2
$323K Sell
2023
Q1
$328K Hold
2022
Q4
$310K Hold
2022
Q3
$249K Hold
2022
Q2
$262K Hold
2022
Q1
$301K Hold
2021
Q4
$354K Hold
2021
Q3
$275K Hold
2021
Q2
$267K Buy