Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153K Buy
2023
Q3
Hold
2023
Q2
Hold
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$392K Buy
2021
Q2
Sell
2021
Q1
$2.38M Buy
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Sell
2019
Q3
$500K Buy
2019
Q2
$515K Buy