Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$104K Buy
2024
Q4
Sell
2024
Q3
$354K Hold
2024
Q2
$333K Hold
2024
Q1
$425K Hold
2023
Q4
$403K Sell
2023
Q3
$527K Buy
2021
Q3
Sell
2021
Q2
$178K Buy