Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$231K Buy
2025
Q3
$223K Sell
2025
Q2
$209K Buy
2025
Q1
$171K Buy
2024
Q4
$139K Buy
2024
Q3
$104K Buy
2024
Q2
$27K Sell
2024
Q1
$41.5K Buy
2023
Q4
$38.7K Buy