Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$371K Buy
2022
Q3
Sell
2022
Q2
$249K Sell
2022
Q1
$385K Buy
2021
Q4
$371K Buy
2021
Q3
$306K Buy
2021
Q2
$301K Buy
2021
Q1
$213K Buy