Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Buy
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$2.19M Buy
2019
Q3
Sell
2019
Q2
$209K Sell
2019
Q1
$1M Sell
2018
Q4
$1.55M Buy
2018
Q2
Sell
2018
Q1
$1.26M Buy