Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$303K Sell
2024
Q4
$7.88M Buy
2024
Q3
$180K Buy
2024
Q2
$277 Sell
2024
Q1
$4.64M Buy
2023
Q4
$3.36M Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2021
Q4
Sell
2021
Q3
$339 Buy
2020
Q4
Sell
2020
Q3
$600K Buy
2018
Q3
$806K Buy