Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$292K Sell
2025
Q3
$338K Sell
2025
Q2
$1.1M Buy
2025
Q1
$705K Sell
2024
Q4
$784K Sell
2024
Q3
$1.86M Buy
2024
Q2
$525K Buy
2024
Q1
$316K Buy
2023
Q4
$243K Buy
2023
Q2
Sell
2023
Q1
$268K Sell
2022
Q4
$1.86M Buy