Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$335K Buy
2024
Q3
$324K Buy
2021
Q4
Sell
2021
Q3
$225K Buy
2021
Q1
Sell
2020
Q4
$372K Buy
2019
Q2
Sell
2019
Q1
$440K Buy