Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$103K Sell
2025
Q2
$445K Hold
2025
Q1
$399K Sell
2024
Q4
$425K Buy
2024
Q3
$379K Buy
2024
Q2
$321K Hold
2024
Q1
$404K Hold
2023
Q4
$399K Sell
2023
Q3
$419K Buy
2023
Q2
$411K Buy
2023
Q1
$267K Buy