Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$356K Buy
2025
Q3
$305K Hold
2025
Q2
$300K Buy
2025
Q1
Sell
2024
Q4
$267K Sell
2024
Q3
$302K Hold
2024
Q2
$330K Buy
2024
Q1
$284K Buy