Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.23M Buy
2024
Q3
Hold
2024
Q2
Sell
2024
Q1
$185K Hold
2023
Q4
$275K Buy
2021
Q2
Sell
2021
Q1
$2.6M Buy
2020
Q4
Sell
2020
Q3
$2.36M Buy