Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$370K Buy
2021
Q3
Sell
2021
Q2
$38K Sell
2021
Q1
$845K Sell
2020
Q4
$1K Buy
2020
Q3
$905K Sell
2020
Q2
$809 Buy
2020
Q1
$614 Hold
2019
Q4
$614K Buy