Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$210K Buy
2025
Q1
Sell
2024
Q4
$209K Sell
2024
Q3
$255K Hold
2024
Q2
$278K Hold
2024
Q1
$296K Buy
2023
Q4
$241K Buy
2023
Q3
Sell
2023
Q2
$232K Hold
2023
Q1
$214K Hold
2022
Q4
$223K Buy