Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$210K Buy
2024
Q4
Sell
2024
Q3
$241K Buy
2024
Q2
$355K Buy
2024
Q1
$370K Sell
2023
Q4
$502K Sell
2023
Q3
$435K Buy
2023
Q2
$449K Sell
2023
Q1
$522K Buy
2022
Q4
$442K Buy
2022
Q3
$350K Sell
2022
Q2
$512K Sell
2022
Q1
$595K Sell
2021
Q4
$734K Buy