Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$296K Buy
2025
Q1
Sell
2024
Q4
$276K Sell
2024
Q3
$394K Sell
2024
Q2
$442K Buy
2024
Q1
$382K Sell
2023
Q4
$334K Sell
2023
Q3
$376K Sell
2023
Q2
$349K Buy
2023
Q1
$891K Sell
2022
Q4
$915K Buy
2022
Q3
$214K Buy
2022
Q2
$215K Buy
2020
Q3
Sell
2020
Q2
$337K Buy