Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Buy
2023
Q2
Sell
2023
Q1
$715K Sell
2022
Q4
$1.79M Buy
2021
Q2
Sell
2021
Q1
$486K Buy
2020
Q4
$238K Buy
2020
Q3
$80K Buy