Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$239K Buy
2025
Q1
Sell
2024
Q4
$214K Sell
2024
Q3
$222K Buy
2024
Q2
$224K Sell
2024
Q1
$276K Buy
2023
Q4
$249K Sell
2023
Q3
$259K Sell
2023
Q2
$322K Sell
2023
Q1
$307K Buy
2022
Q4
$263K Buy
2022
Q3
$220K Buy
2022
Q2
$217K Buy