Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$134K Hold
2025
Q3
$133K Hold
2025
Q2
$116K Hold
2025
Q1
$131K Hold
2024
Q4
$114K Sell
2024
Q3
$123K Hold
2024
Q2
$142K Sell
2024
Q1
$159K Buy