Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$308K Buy
2025
Q1
Sell
2024
Q4
$270K Sell
2024
Q3
$369K Sell
2024
Q2
$508K Sell
2024
Q1
$603K Buy
2023
Q4
$530K Buy
2023
Q3
$421K Sell
2023
Q2
$2.68M Buy