Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$550K Buy
2024
Q4
Sell
2024
Q3
$334K Hold
2024
Q2
$323K Hold
2024
Q1
$343K Buy
2021
Q4
Sell
2021
Q3
$1.51M Buy
2021
Q2
$1.44M Buy
2021
Q1
$1.26M Hold
2020
Q4
$1.31M Sell
2020
Q3
$1.29M Sell
2020
Q2
$1.13M Buy
2020
Q1
$549K Hold
2019
Q4
$562K Buy
2019
Q3
$225K Buy