Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$59.5K Buy
2024
Q4
Sell
2024
Q3
$148K Hold
2024
Q2
$138K Buy
2024
Q1
$141K Sell
2023
Q4
$171K Sell
2023
Q3
$166K Buy
2023
Q2
$160K Buy
2023
Q1
$155K Sell
2022
Q4
$167K Buy