Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$245K Sell
2024
Q3
$330K Buy
2024
Q2
$388K Sell
2024
Q1
$378K Sell
2023
Q4
$313K Sell
2023
Q3
$265K Buy
2023
Q2
$246K Sell
2023
Q1
$234K Buy
2022
Q2
Sell
2022
Q1
$248K Sell
2021
Q4
$370K Buy
2021
Q3
$346K Buy