Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$312K Buy
2021
Q3
Hold
2021
Q2
Sell
2021
Q1
$828K Sell
2020
Q4
$1.7M Sell
2020
Q3
$1.98M Buy
2020
Q2
$1M Buy
2017
Q2
Sell
2017
Q1
$642K Buy