Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.97M Buy
2023
Q4
Sell
2023
Q3
$2.41M Buy
2022
Q2
Sell
2022
Q1
$651K Sell
2021
Q4
$1.19M Buy
2021
Q3
$401K Buy
2021
Q2
Sell
2021
Q1
$1.99M Buy
2020
Q4
$401K Buy