Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Hold
2024
Q2
Sell
2024
Q1
$288K Buy
2023
Q4
$222K Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$640K Buy
2022
Q2
Sell
2022
Q1
$9.35M Buy
2021
Q4
Hold
2019
Q3
Sell
2019
Q2
$755K Buy