Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$340K Buy
2024
Q4
Sell
2024
Q3
$372K Hold
2024
Q2
$309K Sell
2024
Q1
$337K Sell
2023
Q4
$423K Hold
2023
Q3
$360K Hold
2023
Q2
$402K Buy
2023
Q1
$350K Hold
2022
Q4
$313K Sell
2022
Q3
$307K Buy
2022
Q2
$245K Sell
2022
Q1
$285K Buy