Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$426K Buy
2024
Q2
Sell
2024
Q1
$301K Buy
2022
Q1
Sell
2021
Q4
$703K Sell
2021
Q3
$717K Buy
2019
Q2
Sell
2019
Q1
$421K Buy