Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$286K Buy
2023
Q3
Sell
2023
Q2
$415K Buy
2020
Q3
Sell
2020
Q2
$3.3M Buy
2020
Q1
Sell
2019
Q4
$4.01M Hold
2019
Q3
$3.8M Sell
2019
Q2
$6.45M Buy