Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$259K Buy
2025
Q1
Sell
2024
Q4
$228K Sell
2024
Q3
$491K Sell
2024
Q2
$482K Sell
2024
Q1
$488K Sell
2023
Q4
$647K Sell
2023
Q3
$796K Sell
2023
Q2
$921K Sell
2023
Q1
$875K Buy