Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$222K Buy
2024
Q1
Sell
2023
Q4
$515K Buy
2023
Q3
$466K Buy
2023
Q2
$367K Buy
2023
Q1
$323K Sell
2022
Q4
$399K Buy
2022
Q2
Sell
2022
Q1
$201K Buy
2021
Q1
Sell
2020
Q4
$333K Buy