Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$280K Sell
2025
Q3
$459K Buy
2025
Q2
$307K Buy
2025
Q1
$221K Hold
2024
Q4
$196K Hold
2024
Q3
$192K Hold
2024
Q2
$157K Hold
2024
Q1
$163K Buy