Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$500K Buy
2024
Q2
Sell
2024
Q1
$305K Sell
2023
Q4
$475K Sell
2023
Q3
$646K Buy
2023
Q2
$554K Sell
2023
Q1
$804K Sell
2022
Q4
$981K Sell
2022
Q3
$817K Buy
2022
Q2
$883K Buy
2022
Q1
$846K Buy