Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$589K Buy
2022
Q4
Sell
2022
Q3
$55K Buy
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$216K Buy
2021
Q2
$4K Sell
2021
Q1
$14K Buy