Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$348K Buy
2025
Q3
$424K Hold
2025
Q2
$262K Buy
2025
Q1
$241K Sell
2024
Q4
$267K Sell
2024
Q3
$439K Sell
2024
Q2
$327K Buy
2024
Q1
$277K Buy
2023
Q4
$329K Sell
2023
Q3
$397K Buy
2023
Q2
$488K Buy
2023
Q1
$668K Buy
2022
Q4
$561K Buy