Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$441K Hold
2025
Q3
$454K Buy
2025
Q2
$425K Sell
2025
Q1
$408K Hold
2024
Q4
$418K Buy
2024
Q3
Sell
2024
Q2
$519K Hold
2024
Q1
$514K Sell
2023
Q4
$741K Hold
2023
Q3
$605K Hold
2023
Q2
$543K Sell
2023
Q1
$638K Buy