Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$868K Sell
2025
Q2
$741K Buy
2025
Q1
Hold
2022
Q1
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Sell
2020
Q2
$1.01M Buy