Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$454K Buy
2025
Q2
Sell
2025
Q1
$180K Buy
2024
Q4
$108K Buy
2023
Q2
Sell
2023
Q1
$5.39M Buy
2022
Q4
$3.79M Buy
2022
Q3
Sell
2022
Q2
$1.99M Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$426K Buy
2021
Q2
$24K Buy
2020
Q2
Sell
2020
Q1
$3.86M Buy