Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$630K Buy
2023
Q2
Sell
2023
Q1
$2K Hold
2022
Q4
$2K Hold
2022
Q3
$2K Buy
2019
Q1
Sell
2018
Q4
$19K Sell
2018
Q3
$23K Buy