Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$892K Buy
2025
Q1
$518K Buy
2024
Q4
$605K Buy
2024
Q3
$421K Buy
2020
Q4
Sell
2020
Q3
$2K Buy
2019
Q4
Sell
2019
Q3
$6K Buy