Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Hold
2025
Q2
$288K Buy
2023
Q3
Sell
2023
Q2
$735K Sell
2023
Q1
$850K Sell
2022
Q4
$880K Buy
2022
Q3
$625K Sell
2022
Q2
$922K Sell
2022
Q1
$1.59M Sell
2021
Q4
$2.39M Buy
2021
Q3
$2.08M Sell
2021
Q2
$2.25M Buy
2021
Q1
$1.73M Buy
2020
Q4
$1.44M Buy
2020
Q3
$992K Buy