Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.02M Buy
2021
Q4
Sell
2021
Q3
$202K Sell
2021
Q2
$221K Buy
2018
Q4
Sell
2018
Q3
$1K Hold
2018
Q2
$1K Buy