Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$895K Buy
2024
Q3
$927K Sell
2024
Q2
$1.38M Sell
2024
Q1
$1.95M Buy
2023
Q4
$311K Buy
2023
Q1
Sell
2022
Q4
$294K Buy
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold