Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$354K Buy
2025
Q2
Sell
2025
Q1
$422K Sell
2024
Q4
$1.15M Buy
2024
Q3
$750K Buy
2024
Q2
$301K Buy
2024
Q1
$270K Sell
2023
Q4
$372K Buy
2023
Q3
$319K Buy
2023
Q2
$203K Sell
2023
Q1
$320K Buy