Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$672K Buy
2022
Q2
Sell
2022
Q1
$955K Sell
2021
Q4
$1.46M Buy
2021
Q3
$817K Buy
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold