Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$252K Buy
2023
Q3
Sell
2023
Q2
$257K Hold
2023
Q1
$232K Sell
2022
Q4
$251K Buy
2022
Q2
Sell
2022
Q1
$267K Buy