Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$321K Buy
2025
Q3
$133K Hold
2025
Q2
$120K Sell
2025
Q1
$320K Buy
2024
Q4
$262K Hold
2024
Q3
$244K Buy
2024
Q2
$158K Sell
2024
Q1
$400K Sell
2023
Q4
$449K Sell
2023
Q3
$837K Buy
2023
Q2
$838K Buy
2023
Q1
$223K Buy
2022
Q4
$187K Buy