Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$211K Sell
2024
Q4
$312K Sell
2024
Q3
$309K Buy
2024
Q2
$271K Sell
2024
Q1
$246K Hold
2023
Q4
$246K Sell
2023
Q3
$267K Buy
2023
Q2
Sell
2023
Q1
$229K Buy
2022
Q4
$226K Buy
2022
Q2
Sell
2022
Q1
$126K Buy