Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Hold
2024
Q1
Sell
2023
Q4
$417K Buy
2023
Q3
$252K Buy
2023
Q2
Sell
2023
Q1
$1.5M Buy
2021
Q4
Sell
2021
Q3
$2.27M Buy
2021
Q2
$510K Buy
2021
Q1
$54K Sell
2020
Q4
$994K Sell
2020
Q3
$866K Buy
2020
Q2
Hold
2020
Q1
Sell
2019
Q4
$10K Sell
2019
Q3
$645K Buy