Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.47M Buy
2024
Q1
Sell
2023
Q4
$200K Buy
2020
Q1
Sell
2019
Q4
$23K Hold
2019
Q3
$20K Buy