Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$383K Buy
2024
Q1
Sell
2023
Q4
$455K Sell
2023
Q3
$504K Buy
2020
Q1
Sell
2019
Q4
$884K Buy
2019
Q3
$823K Buy
2019
Q2
$670K Buy
2019
Q1
$631K Buy