Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$400K Buy
2024
Q1
Sell
2023
Q4
$57.5K Buy
2023
Q3
Sell
2023
Q2
$892K Buy
2023
Q1
$311K Buy
2022
Q2
Sell
2022
Q1
$888K Buy
2021
Q2
Sell
2021
Q1
$257K Sell
2020
Q4
$746K Buy