Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
2023
Q1
Sell
2022
Q4
$550K Hold
2022
Q3
$506K Hold
2022
Q2
$437K Buy
2022
Q1
$606K Sell
2021
Q4
$1.02M Hold
2021
Q3
$1.27M Hold
2021
Q2
$1.29M Hold
2021
Q1
$1.13M Sell
2020
Q4
$870K Buy