Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$590K Buy
2024
Q4
Sell
2024
Q3
$523K Buy
2024
Q2
$248K Sell
2024
Q1
$295K Buy
2023
Q4
$243K Sell
2023
Q3
$652K Buy
2023
Q1
Sell
2022
Q4
$547K Buy
2022
Q3
$425K Buy