Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$250K Buy
2024
Q3
Sell
2024
Q2
$230K Sell
2024
Q1
$336K Sell
2023
Q4
$388K Sell
2023
Q3
$300K Sell
2023
Q2
$289K Sell
2023
Q1
$355K Buy