Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$337K Buy
2025
Q3
$289K Sell
2025
Q2
$328K Sell
2025
Q1
$676K Sell
2024
Q4
$2.86M Buy
2024
Q2
$563K Sell
2024
Q1
$805K Buy
2023
Q4
$544K Sell
2023
Q3
$487K Sell
2023
Q2
$771K Sell
2023
Q1
$791K Sell
2022
Q4
$802K Buy