Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Buy
2025
Q2
$227K Buy
2025
Q1
$188K Buy
2023
Q3
Sell
2023
Q2
$3.2M Sell
2023
Q1
$4.11M Buy
2022
Q3
Sell
2022
Q2
$38K Buy
2021
Q4
Sell
2021
Q3
$4K Sell
2021
Q2
$29K Sell
2021
Q1
$30K Sell
2020
Q4
$2.19M Sell
2020
Q3
$2.58M Buy
2020
Q2
$3K Sell
2020
Q1
$4K Buy