Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$365K Buy
2024
Q4
Sell
2024
Q3
$364K Sell
2024
Q2
$363K Buy
2024
Q1
$227K Buy
2020
Q3
Sell
2020
Q2
$64K Buy