Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$597K Buy
2025
Q1
$358K Sell
2024
Q4
$317K Hold
2024
Q3
$319K Buy
2024
Q2
$248K Buy
2024
Q1
$248K Sell
2023
Q4
$214K Buy
2021
Q3
Sell
2021
Q2
$609K Buy