Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$532K Buy
2024
Q1
Sell
2023
Q4
$416K Sell
2023
Q3
$605K Hold
2023
Q2
$605K Sell
2023
Q1
$699K Hold
2022
Q4
$667K Buy
2022
Q3
$375K Sell
2022
Q2
$461K Buy
2022
Q1
$527K Sell
2021
Q4
$653K Buy
2021
Q3
$565K Buy
2021
Q2
$287K Buy
2021
Q1
$231K Buy