Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$129K Hold
2024
Q3
$201K Hold
2024
Q2
$176K Hold
2024
Q1
$179K Hold
2023
Q4
$193K Hold
2023
Q3
$152K Sell
2023
Q2
$252K Hold
2023
Q1
$292K Buy