Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$843K Buy
2025
Q1
$714K Buy
2024
Q4
$548K Buy
2022
Q4
Sell
2022
Q3
$238K Buy
2022
Q2
$238K Buy
2022
Q1
$272K Hold
2021
Q4
$362K Buy
2021
Q3
$322K Buy