Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
2024
Q4
Hold
2023
Q4
Sell
2023
Q3
$27K Buy
2023
Q1
Sell
2022
Q4
$422K Hold
2022
Q3
$454K Sell
2022
Q2
$778K Sell
2022
Q1
$3.27M Sell
2021
Q4
$6.12M Buy
2021
Q3
$6.02M Buy
2021
Q2
$3.38M Buy
2021
Q1
Hold
2020
Q4
Hold