Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2022
Q2
Sell
2022
Q1
$429K Hold
2021
Q4
$570K Hold
2021
Q3
$507K Buy
2021
Q2
$475K Buy
2021
Q1
$253K Buy
2018
Q1
Sell
2017
Q4
$200K Buy
2017
Q3
Sell
2017
Q2
$210K Buy