Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$536K Buy
2025
Q3
$285K Buy
2025
Q2
Sell
2025
Q1
$577K Buy
2023
Q4
Sell
2023
Q3
$648K Buy
2023
Q2
$346K Buy
2023
Q1
$273K Buy