Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$203K Buy
2024
Q4
Sell
2024
Q3
$237K Hold
2024
Q2
$211K Sell
2024
Q1
$293K Sell
2023
Q4
$443K Sell
2023
Q3
$419K Sell
2023
Q2
$515K Sell
2023
Q1
$457K Buy
2022
Q4
$297K Buy
2022
Q3
Sell
2022
Q2
$217K Hold
2022
Q1
$231K Hold
2021
Q4
$282K Buy