Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
2025
Q1
$237K Hold
2024
Q4
$370K Buy
2023
Q3
Sell
2023
Q2
$262K Buy
2021
Q4
Sell
2021
Q3
$310K Sell
2021
Q2
$1.32M Buy
2021
Q1
Sell
2020
Q4
$6.12M Sell
2020
Q3
$4.77M Buy
2020
Q2
$1.03M Buy
2020
Q1
$472K Buy
2019
Q4
$335K Buy