Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$382K Sell
2024
Q3
$378K Buy
2024
Q2
$374K Buy
2024
Q1
$388K Buy
2023
Q4
$345K Buy
2023
Q3
$253K Sell
2023
Q2
$255K Buy
2023
Q1
$219K Sell
2022
Q4
$209K Buy