Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$479K Buy
2025
Q1
Sell
2024
Q4
$415K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$2.35M Buy
2021
Q4
$180K Buy
2021
Q3
Sell
2021
Q2
$420K Buy
2021
Q1
$288K Buy