Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$120K Buy
2022
Q1
Sell
2021
Q4
$1.41M Buy
2021
Q1
Sell
2020
Q4
$93K Buy
2020
Q3
Sell
2020
Q2
$301K Buy
2020
Q1
$177K Sell
2019
Q4
$1.27M Buy