Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$296K Hold
2025
Q1
$250K Buy
2024
Q4
$220K Buy
2024
Q3
$221K Buy
2021
Q4
Sell
2021
Q3
$9.39M Buy
2021
Q2
$8.55M Sell
2021
Q1
$7.86M Buy
2020
Q4
$7.42M Buy
2020
Q3
$1.4M Buy
2019
Q4
Sell
2019
Q3
$210K Buy