Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$612K Hold
2025
Q1
$516K Hold
2024
Q4
$456K Buy
2024
Q3
$208K Buy
2021
Q3
Sell
2021
Q2
$203K Sell
2021
Q1
$224K Hold
2020
Q4
$243K Buy