Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$494K Hold
2025
Q2
$640K Hold
2025
Q1
$501K Hold
2024
Q4
$570K Hold
2024
Q3
$492K Sell
2024
Q2
$1.25M Hold
2024
Q1
$1.53M Buy
2021
Q2
Sell
2021
Q1
$385K Buy
2020
Q4
$390K Sell
2020
Q3
$513K Buy