Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Sell
2025
Q2
$970K Buy
2022
Q2
Sell
2022
Q1
$35K Sell
2021
Q4
$2.41M Hold
2021
Q3
$2.78M Hold
2021
Q2
$3.26M Hold
2021
Q1
$3.46M Buy
2020
Q4
$77K Buy