Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$164K Buy
2024
Q3
Sell
2024
Q2
$141K Sell
2024
Q1
$968K Buy
2023
Q4
$470K Buy
2023
Q3
$256K Buy
2023
Q2
$240K Buy
2022
Q1
Sell
2021
Q4
$695K Buy
2021
Q3
$463K Buy