Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$264K Buy
2024
Q4
Sell
2024
Q3
$255K Sell
2024
Q2
$266K Buy
2024
Q1
$370K Hold
2023
Q4
$422K Buy
2023
Q3
$316K Buy