Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$365K Buy
2024
Q4
Sell
2024
Q3
$556K Sell
2024
Q2
$686K Buy
2024
Q1
Sell
2023
Q4
$639K Buy
2023
Q3
$464K Buy
2023
Q2
$352K Hold
2023
Q1
$330K Buy
2022
Q4
$214K Buy