Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$312K Buy
2024
Q2
Sell
2024
Q1
$573K Buy
2023
Q4
$439K Buy
2021
Q2
Sell
2021
Q1
$21K Buy
2020
Q3
Sell
2020
Q2
$60K Buy