Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$216K Buy
2022
Q1
Sell
2021
Q4
$600K Sell
2021
Q3
$611K Buy
2021
Q2
$589K Buy
2021
Q1
$479K Buy
2020
Q4
$360K Buy