Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$78K Buy
2023
Q4
Sell
2023
Q3
$316K Sell
2023
Q2
$310K Buy
2023
Q1
$284K Buy
2022
Q4
$67K Buy