Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$238K Buy
2023
Q1
Sell
2022
Q4
$385K Sell
2022
Q3
$350K Buy
2022
Q2
$341K Sell
2022
Q1
$396K Sell
2021
Q4
$650K Buy