Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$350K Buy
2025
Q3
$217K Sell
2025
Q2
$118K Sell
2025
Q1
$131K Buy
2024
Q4
$159K Sell
2024
Q3
$110K Hold
2024
Q2
$136K Sell
2024
Q1
$143K Sell
2023
Q4
$221K Buy