Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$467K Buy
2024
Q4
Sell
2024
Q3
$349K Buy
2023
Q4
Sell
2023
Q3
$241K Sell
2023
Q2
$581K Sell
2023
Q1
$577K Sell
2022
Q4
$502K Buy
2022
Q3
$252K Sell
2022
Q2
$273K Buy