Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$523K Buy
2022
Q1
Sell
2021
Q4
$405K Sell
2021
Q3
$452K Sell
2021
Q2
$552K Buy
2019
Q4
Sell
2019
Q3
$199K Sell
2019
Q2
$510K Buy
2019
Q1
$438K Buy
2018
Q4
$338K Buy