Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$173K Buy
2024
Q4
Sell
2024
Q3
$209K Buy
2024
Q2
$154K Sell
2024
Q1
$164K Buy
2023
Q4
Sell
2023
Q3
$510K Sell
2023
Q2
$962K Buy
2023
Q1
Sell
2022
Q4
$343K Buy
2022
Q3
$293K Sell
2022
Q2
$442K Buy