Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$405K Buy
2025
Q3
Hold
2024
Q2
$219K Buy
2024
Q1
Sell
2023
Q4
$322K Buy
2023
Q3
$227K Sell
2023
Q2
$383K Buy