Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
2024
Q4
Sell
2024
Q3
$176K Sell
2024
Q2
$176K Buy
2024
Q1
Sell
2023
Q4
$1.27M Sell
2023
Q3
$2.78M Buy
2023
Q2
$1.41M Buy
2020
Q4
Sell
2020
Q3
$235K Hold
2020
Q2
$287K Sell
2020
Q1
$723K Buy