Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$225K Hold
2025
Q3
$264K Buy
2025
Q1
Sell
2024
Q4
$234K Sell
2024
Q3
$318K Hold
2024
Q2
$301K Hold
2024
Q1
$300K Sell
2023
Q4
$458K Hold
2023
Q3
$405K Hold
2023
Q2
$382K Hold
2023
Q1
$326K Buy