Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.86M Sell
2025
Q2
$1.63M Sell
2025
Q1
$1.45M Sell
2024
Q4
$1.49M Buy
2022
Q2
Sell
2022
Q1
$218K Hold
2021
Q4
$300K Buy
2021
Q3
$212K Buy