Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$390K Buy
2025
Q1
$155K Buy
2022
Q4
Sell
2022
Q3
$2.4M Buy
2022
Q2
$893K Buy
2019
Q4
Sell
2019
Q3
$210K Sell
2019
Q2
$4.31M Buy