Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$594K Buy
2022
Q4
Sell
2022
Q3
$250K Sell
2022
Q2
$327K Hold
2022
Q1
$375K Buy
2020
Q2
Sell
2020
Q1
$446K Buy