Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$462K Buy
2024
Q4
Sell
2024
Q3
$604K Buy
2024
Q2
$506K Sell
2024
Q1
$545K Buy
2023
Q4
$543K Buy
2023
Q2
Sell
2023
Q1
$211K Buy
2022
Q3
Sell
2022
Q2
$237K Buy