Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1,000K Buy
2025
Q1
Sell
2024
Q4
$1.02M Buy
2024
Q1
Sell
2023
Q4
$298K Buy
2023
Q3
$209K Buy
2022
Q4
Sell
2022
Q3
$408K Sell
2022
Q2
$465K Buy
2019
Q2
Sell
2019
Q1
$70K Buy