Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$226K Sell
2024
Q3
$317K Buy
2024
Q2
$280K Sell
2024
Q1
$297K Sell
2023
Q4
$373K Sell
2023
Q3
$319K Sell
2023
Q2
$389K Buy
2023
Q1
$398K Buy
2022
Q4
$366K Buy