Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$431K Buy
2022
Q3
Sell
2022
Q2
$614K Buy
2022
Q1
$509K Buy
2021
Q4
Sell
2021
Q3
$320K Sell
2021
Q2
$1.3M Buy
2021
Q1
$207K Buy
2020
Q1
Sell
2019
Q4
$321K Buy