Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$312K Sell
2025
Q3
$590K Buy
2025
Q2
Sell
2025
Q1
$407K Buy
2024
Q4
$379K Buy
2024
Q3
$212K Sell
2024
Q2
$347K Buy
2024
Q1
Sell
2023
Q4
$1.08M Sell
2023
Q3
$1.06M Buy
2023
Q2
$802K Buy
2023
Q1
$534K Buy