Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$773K Buy
2025
Q1
$297K Hold
2024
Q4
$284K Buy
2022
Q1
Sell
2021
Q4
$524K Hold
2021
Q3
$531K Hold
2021
Q2
$459K Hold
2021
Q1
$454K Hold
2020
Q4
$470K Buy
2020
Q3
$434K Hold
2020
Q2
$394K Buy
2020
Q1
$316K Buy