Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$302K Buy
2025
Q3
$306K Sell
2025
Q2
$311K Buy
2025
Q1
$286K Buy
2024
Q4
$299K Sell
2024
Q3
$332K Buy
2024
Q2
Sell
2024
Q1
$289K Sell
2023
Q4
$261K Buy