Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$620 Buy
2023
Q3
Sell
2023
Q2
$274K Hold
2023
Q1
$274K Buy
2022
Q3
Sell
2022
Q2
$276K Sell
2022
Q1
$700K Hold
2021
Q4
$858K Buy
2021
Q3
$832K Buy
2021
Q2
$777K Buy
2021
Q1
$516K Buy