Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$285K Buy
2023
Q1
Sell
2022
Q4
$83K Sell
2022
Q3
$63K Sell
2022
Q2
$126K Buy
2022
Q1
$138K Buy
2021
Q4
$190K Sell
2021
Q3
$184K Sell
2021
Q2
$195K Buy
2021
Q1
$136K Buy