Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$629K Buy
2024
Q4
Sell
2024
Q3
$293K Sell
2024
Q2
$479K Buy
2024
Q1
Sell
2023
Q4
$873K Buy
2022
Q1
Sell
2021
Q4
$1.29M Buy
2021
Q3
$1.21M Buy