Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$190K Sell
2024
Q4
$282K Buy
2024
Q3
Sell
2024
Q2
$1.12M Buy
2021
Q4
Sell
2021
Q3
$594K Buy
2020
Q4
Sell
2020
Q3
$280K Buy
2020
Q1
Sell
2019
Q4
$1.07M Buy
2019
Q3
$434K Buy