Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$643K Hold
2025
Q1
$637K Buy
2023
Q4
Sell
2023
Q3
$331K Buy
2023
Q2
$193K Sell
2023
Q1
$451K Sell
2022
Q4
$436K Buy
2022
Q3
$175K Buy
2022
Q2
$160K Buy
2022
Q1
$121K Sell
2021
Q4
$433K Sell
2021
Q3
$460K Sell
2021
Q2
$438K Sell
2021
Q1
$1.2M Buy
2020
Q4
$249K Hold
2020
Q3
$219K Hold
2020
Q2
$211K Buy