Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$422K Buy
2024
Q2
Sell
2024
Q1
$444K Buy
2023
Q3
Sell
2023
Q2
$162K Sell
2023
Q1
$621K Buy
2021
Q3
Sell
2021
Q2
$48K Buy