Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$517K Buy
2024
Q3
Sell
2024
Q2
$518K Buy
2024
Q1
$240K Buy
2023
Q4
$209K Sell
2023
Q3
$243K Buy
2021
Q3
Sell
2021
Q2
$235K Buy