Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$253K Buy
2025
Q1
Sell
2024
Q4
$458K Buy
2023
Q3
Sell
2023
Q2
$88K Buy
2022
Q3
Sell
2022
Q2
$123K Sell
2022
Q1
$322K Buy