Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$730K Buy
2024
Q2
Sell
2024
Q1
$906K Buy
2023
Q4
$677K Hold
2023
Q3
$588K Hold
2023
Q2
$468K Buy
2023
Q1
$304K Buy
2021
Q1
Sell
2020
Q4
$66K Hold
2020
Q3
$77K Sell
2020
Q2
$104K Buy