Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$577K Hold
2025
Q1
$543K Hold
2024
Q4
$532K Sell
2024
Q3
$2.02M Hold
2024
Q2
$1.92M Hold
2024
Q1
$1.93M Hold
2023
Q4
$1.99M Buy
2023
Q3
$1.49M Buy
2023
Q2
$749K Buy
2020
Q4
Sell
2020
Q3
$330K Buy