Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$232K Buy
2023
Q2
Sell
2023
Q1
$684K Buy
2022
Q4
$573K Sell
2022
Q3
$529K Buy
2022
Q2
$443K Buy
2022
Q1
$572K Buy
2021
Q4
$623K Sell
2021
Q3
$535K Buy
2021
Q2
$495K Sell
2021
Q1
$462K Buy
2020
Q4
$229K Buy