Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$340K Buy
2024
Q4
Sell
2024
Q3
$278K Sell
2024
Q2
$615K Buy
2024
Q1
$326K Sell
2023
Q4
$1.16M Buy
2023
Q3
$547K Buy
2023
Q2
$329K Buy