Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$257K Buy
2024
Q2
Sell
2024
Q1
$286K Buy
2022
Q4
Sell
2022
Q3
$85K Sell
2022
Q2
$71K Sell
2022
Q1
$324K Buy
2021
Q4
$414K Buy
2021
Q3
$126K Buy
2021
Q2
$56K Buy