Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$863K Buy
2022
Q3
Sell
2022
Q2
$490K Buy
2022
Q1
$573K Sell
2021
Q4
$1.28M Sell
2021
Q3
$833K Hold
2021
Q2
$924K Sell
2021
Q1
$1.5M Sell
2020
Q4
$1.74M Buy
2020
Q3
$681K Buy
2020
Q2
$932K Buy
2020
Q1
$446K Sell
2019
Q4
$1.22M Buy