Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$563K Hold
2025
Q1
$543K Buy
2022
Q2
Sell
2022
Q1
$231K Buy
2021
Q4
$256K Sell
2021
Q3
$256K Sell
2021
Q2
$478K Buy
2021
Q1
$458K Buy
2020
Q4
$409K Buy