Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$360K Buy
2023
Q4
Sell
2023
Q3
$659K Buy
2023
Q2
$436K Sell
2023
Q1
$1.28M Sell
2022
Q4
$1.29M Sell
2022
Q3
$1.31M Buy