Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$117K Hold
2024
Q3
$111K Buy
2024
Q2
$92K Sell
2024
Q1
$120K Sell
2023
Q4
$252K Buy
2023
Q1
Sell
2022
Q4
$575K Buy
2022
Q2
Sell
2022
Q1
$195K Sell
2021
Q4
$416K Buy