Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$849K Buy
2025
Q1
$804K Buy
2024
Q4
$809K Buy
2024
Q3
$914K Sell
2024
Q2
$918K Hold
2024
Q1
$801K Hold
2023
Q4
$838K Buy
2021
Q3
$206K Hold
2021
Q2
$214K Hold
2021
Q1
$211K Buy