Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$229K Buy
2023
Q4
Sell
2023
Q3
$72K Buy
2022
Q3
Sell
2022
Q2
$221K Buy
2022
Q1
Sell
2021
Q4
$385K Buy
2020
Q1
Sell
2019
Q4
$471K Buy
2019
Q2
Sell
2019
Q1
$290K Buy