Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$224K Buy
2021
Q4
Sell
2021
Q3
$283K Hold
2021
Q2
$419K Hold
2021
Q1
$348K Hold
2020
Q4
$365K Sell
2020
Q3
$593K Sell
2020
Q2
$398K Buy