Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$177K Hold
2025
Q3
$181K Sell
2025
Q2
$184K Sell
2025
Q1
$231K Hold
2024
Q4
$241K Sell
2024
Q3
$287K Sell
2024
Q2
$285K Buy
2024
Q1
$277K Hold
2023
Q4
$288K Sell
2023
Q3
$362K Buy
2023
Q2
$387K Hold
2023
Q1
$430K Sell
2022
Q4
$599K Buy