Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.71M Buy
2022
Q3
Sell
2022
Q2
$520K Sell
2022
Q1
$711K Sell
2021
Q4
$849K Buy
2020
Q1
Sell
2019
Q4
$209K Sell
2019
Q3
$444K Buy
2018
Q4
Sell
2018
Q3
$337K Hold
2018
Q2
$315K Buy