Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$155K Sell
2024
Q3
$421K Buy
2024
Q2
$398K Sell
2024
Q1
$490K Sell
2023
Q4
$1.27M Sell
2023
Q3
$1.54M Buy
2023
Q2
Sell
2023
Q1
$1.72M Buy