Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$526K Buy
2024
Q3
$270K Buy
2024
Q2
$233K Buy
2024
Q1
$232K Sell
2023
Q4
$381K Buy
2023
Q1
Sell
2022
Q4
$841K Buy
2022
Q3
$618K Buy