Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$718K Hold
2025
Q1
$750K Buy
2023
Q2
Sell
2023
Q1
$302K Hold
2022
Q4
$379K Hold
2022
Q3
$324K Hold
2022
Q2
$388K Sell
2022
Q1
$399K Hold
2021
Q4
$455K Sell
2021
Q3
$367K Hold
2021
Q2
$334K Hold
2021
Q1
$309K Hold
2020
Q4
$314K Sell
2020
Q3
$313K Buy