Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$294K Sell
2025
Q3
$545K Sell
2025
Q2
$600K Sell
2025
Q1
$702K Buy
2024
Q4
$498K Sell
2024
Q3
$524K Buy
2024
Q2
$472K Sell
2024
Q1
$472K Sell
2023
Q4
$695K Buy
2023
Q3
$659K Buy
2023
Q2
$573K Buy
2023
Q1
$492K Buy