Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$204K Buy
2023
Q4
Sell
2023
Q3
$250K Buy
2023
Q2
Sell
2023
Q1
$315K Buy
2022
Q2
Sell
2022
Q1
$338K Buy
2021
Q3
Sell
2021
Q2
$214K Buy