Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$335K Buy
2022
Q2
Sell
2022
Q1
$323K Buy
2021
Q4
$310K Buy
2021
Q3
$289K Buy
2021
Q2
$292K Buy
2021
Q1
Sell
2020
Q4
$257K Buy