Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
2025
Q1
$540K Buy
2024
Q2
Sell
2024
Q1
$750K Buy
2023
Q4
$446K Buy
2023
Q3
$691K Sell
2023
Q2
$1.25M Buy
2023
Q1
$1.01M Buy
2022
Q4
$367K Hold
2022
Q3
$285K Buy
2020
Q2
Sell
2020
Q1
$446K Buy
2019
Q4
$471K Buy