Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Buy
2025
Q2
$260K Buy
2024
Q2
Sell
2024
Q1
$174K Buy
2023
Q4
$166K Buy
2023
Q3
$112K Hold
2023
Q2
$145K Buy
2022
Q2
Sell
2022
Q1
$24K Sell
2021
Q4
$1.91M Sell
2021
Q3
$2.66M Sell
2021
Q2
$5.89M Buy