Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$362K Sell
2025
Q3
$405K Buy
2025
Q2
$395K Buy
2025
Q1
Sell
2024
Q4
$265K Sell
2024
Q3
$287K Sell
2024
Q2
$271K Sell
2024
Q1
$270K Sell
2023
Q4
$252K Buy
2023
Q3
$252K Sell
2023
Q2
$306K Sell
2023
Q1
$296K Buy
2022
Q4
$286K Sell
2022
Q3
$282K Buy
2022
Q2
$248K Sell
2022
Q1
$280K Buy