Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$423K Buy
2025
Q3
$347K Sell
2025
Q2
$378K Sell
2025
Q1
$334K Buy
2024
Q4
$308K Sell
2024
Q3
$316K Buy
2024
Q2
$260K Sell
2024
Q1
$250K Buy
2023
Q4
$213K Buy