Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$236K Sell
2024
Q3
$365K Hold
2024
Q2
$354K Hold
2024
Q1
$392K Hold
2023
Q4
$367K Buy
2023
Q3
$223K Buy
2022
Q2
Sell
2022
Q1
$123K Buy
2021
Q4
$79K Buy