Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$313K Buy
2024
Q4
Sell
2024
Q3
$255K Buy
2024
Q2
Sell
2024
Q1
$129K Buy
2023
Q4
$106K Sell
2023
Q3
$883K Buy
2023
Q1
Sell
2022
Q4
$360K Sell
2022
Q3
$872K Buy
2021
Q4
Sell
2021
Q3
$375K Sell
2021
Q2
$1.12M Sell
2021
Q1
$1.12M Buy