Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$219K Buy
2024
Q2
Sell
2024
Q1
$763K Sell
2023
Q4
$692K Buy
2023
Q3
$291K Buy
2023
Q2
$266K Buy
2022
Q2
Sell
2022
Q1
$653K Buy
2021
Q4
$664K Hold
2021
Q3
$636K Hold
2021
Q2
$719K Buy
2021
Q1
$562K Buy
2020
Q4
$398K Buy
2018
Q3
Sell
2018
Q2
$770K Buy