Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2022
Q2
Sell
2022
Q1
$1M Hold
2021
Q4
$1M Hold
2021
Q3
$1.03M Hold
2021
Q2
$1.37M Hold
2021
Q1
$1.47M Hold
2020
Q4
$1.46M Buy