Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$197K Buy
2021
Q3
Sell
2021
Q2
$576K Sell
2021
Q1
$1.83M Buy
2020
Q4
$367K Buy
2020
Q1
Sell
2019
Q4
$360K Buy
2019
Q3
$208K Buy