Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$213K Buy
2025
Q1
Sell
2024
Q4
$269K Buy
2024
Q3
$255K Sell
2024
Q2
$327K Buy
2024
Q1
$321K Sell
2023
Q4
$301K Sell
2023
Q3
$522K Sell
2023
Q2
$594K Buy
2023
Q1
$337K Buy
2022
Q4
$351K Buy
2022
Q3
$222K Buy
2022
Q2
$224K Hold
2022
Q1
$202K Hold
2021
Q4
$189K Buy