Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Buy
2022
Q2
Sell
2022
Q1
$1.91M Sell
2021
Q4
$5.72M Buy
2021
Q3
$5.09M Sell
2021
Q2
$4.03M Hold
2021
Q1
$3.24M Buy
2020
Q4
$3.39M Sell
2020
Q3
$2.91M Buy