Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$247K Buy
2024
Q3
$214K Hold
2024
Q2
$204K Sell
2024
Q1
$221K Sell
2023
Q4
$259K Buy
2023
Q3
$230K Sell
2023
Q2
$254K Buy
2023
Q1
$218K Hold
2022
Q4
$201K Buy