Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$244K Buy
2024
Q2
Sell
2024
Q1
$442K Buy
2023
Q4
$505K Buy
2023
Q3
$285K Buy
2023
Q2
$306K Buy
2022
Q1
Sell
2021
Q4
$764K Buy