Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$201K Buy
2022
Q3
Sell
2022
Q2
$370K Buy
2022
Q1
$345K Buy
2021
Q4
$345K Sell
2021
Q3
$300K Buy
2021
Q2
$287K Buy
2021
Q1
$255K Buy