Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$251K Buy
2024
Q3
$272K Sell
2024
Q2
$471K Sell
2024
Q1
$602K Buy
2023
Q3
Sell
2023
Q2
$274K Sell
2023
Q1
$326K Sell
2022
Q4
$270K Buy
2022
Q3
$202K Hold
2022
Q2
$232K Sell
2022
Q1
$381K Buy
2021
Q4
$289K Buy