Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Buy
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$871K Sell
2024
Q2
$6.9M Buy
2024
Q1
$545K Buy
2022
Q4
Sell
2022
Q3
$920K Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$254K Sell
2021
Q3
$392K Sell
2021
Q2
$1.02M Buy
2021
Q1
$208K Sell
2020
Q4
$485K Buy