Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Hold
2025
Q2
$303K Buy
2024
Q1
Sell
2023
Q4
$386K Buy
2022
Q2
Sell
2022
Q1
$2.76M Sell
2021
Q4
$3.96M Buy
2021
Q3
$2.23M Buy
2020
Q1
Sell
2019
Q4
$4.03M Buy