Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Buy
2023
Q4
Sell
2023
Q3
$874K Hold
2023
Q2
$869K Hold
2023
Q1
$870K Buy
2021
Q4
Sell
2021
Q3
$1.75M Sell
2021
Q2
$2.23M Sell
2021
Q1
$2.86M Sell
2020
Q4
$2.6M Sell
2020
Q3
$3.38M Buy
2020
Q2
$2.2M Sell
2020
Q1
$2.23M Buy
2019
Q4
$1.7M Buy