Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$204K Buy
2025
Q1
Sell
2024
Q4
$279K Sell
2024
Q3
$380K Sell
2024
Q2
$430K Sell
2024
Q1
$586K Buy
2023
Q4
$649K Sell
2023
Q3
$609K Hold
2023
Q2
$639K Hold
2023
Q1
$679K Sell
2022
Q4
$807K Buy
2022
Q3
$649K Buy
2022
Q2
$723K Sell
2022
Q1
$919K Buy
2021
Q4
$404K Buy