Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$248K Buy
2023
Q1
Sell
2022
Q4
$263K Sell
2022
Q3
$383K Buy
2022
Q2
$380K Buy
2022
Q1
$273K Sell
2021
Q4
$508K Sell
2021
Q3
$647K Buy
2021
Q2
$234K Buy
2019
Q4
Sell
2019
Q3
$357K Buy