Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Hold
2025
Q1
$687K Buy
2022
Q3
Sell
2022
Q2
$223K Hold
2022
Q1
$224K Hold
2021
Q4
$229K Hold
2021
Q3
$238K Hold
2021
Q2
$247K Hold
2021
Q1
$256K Hold
2020
Q4
$259K Sell
2020
Q3
$321K Buy