Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$898K Buy
2024
Q2
Sell
2024
Q1
$311K Buy
2023
Q4
Sell
2023
Q3
$1.48M Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q2
Sell
2022
Q1
$3.46M Buy
2021
Q4
$3.54M Sell
2021
Q3
$5.47M Buy
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold