Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$645K Buy
2022
Q2
Sell
2022
Q1
$217K Sell
2021
Q4
$242K Sell
2021
Q3
$331K Sell
2021
Q2
$380K Sell
2021
Q1
$403K Sell
2020
Q4
$476K Sell
2020
Q3
$286K Buy
2020
Q2
$331K Sell
2020
Q1
$277K Buy