Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$265K Buy
2022
Q2
Sell
2022
Q1
$555K Buy
2021
Q4
$567K Sell
2021
Q3
$483K Sell
2021
Q2
$400K Buy
2021
Q1
$300K Buy
2020
Q4
$236K Buy
2020
Q3
Sell
2020
Q2
$215K Buy