Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$224K Buy
2025
Q1
Sell
2024
Q4
$215K Hold
2024
Q3
$246K Hold
2024
Q2
$268K Hold
2024
Q1
$285K Hold
2023
Q4
$236K Buy
2023
Q3
$213K Sell
2023
Q2
$254K Buy