Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.4M Buy
2021
Q4
Sell
2021
Q3
$230K Hold
2021
Q2
$340K Hold
2021
Q1
$282K Hold
2020
Q4
$296K Sell
2020
Q3
$436K Hold
2020
Q2
$235K Buy