Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$659K Buy
2024
Q4
Sell
2024
Q3
$227K Buy
2024
Q2
Sell
2024
Q1
$520K Buy
2023
Q4
$175K Sell
2023
Q3
$163K Sell
2023
Q2
$732K Buy