Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2022
Q4
Sell
2022
Q3
$507K Sell
2022
Q2
$824K Buy
2022
Q1
$975K Hold
2021
Q4
$1.01M Hold
2021
Q3
$1.05M Buy