Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$279K Sell
2024
Q3
$651K Buy
2022
Q3
Sell
2022
Q2
$2.38M Buy
2020
Q1
Sell
2019
Q4
$1.25M Hold
2019
Q3
$1.11M Buy
2019
Q2
$238K Buy