Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$315K Buy
2024
Q3
$253K Buy
2022
Q2
Sell
2022
Q1
$401K Sell
2021
Q4
$1.07M Sell
2021
Q3
$1.54M Buy
2021
Q2
$1.53M Buy
2021
Q1
$498K Sell
2020
Q4
$800K Buy