Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
2025
Q1
Sell
2024
Q4
$333K Buy
2023
Q3
Sell
2023
Q2
$253K Buy
2021
Q4
Sell
2021
Q3
$207K Buy
2021
Q2
Sell
2021
Q1
$200K Buy