Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$291K Buy
2024
Q3
Sell
2024
Q2
$336K Buy
2023
Q4
Sell
2023
Q3
$260K Sell
2023
Q2
$481K Buy
2022
Q2
Sell
2022
Q1
$225K Buy