Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$212K Hold
2024
Q3
$238K Hold
2024
Q2
$235K Hold
2024
Q1
$233K Hold
2023
Q4
$203K Hold
2023
Q3
$216K Hold
2023
Q2
$238K Hold
2023
Q1
$201K Buy
2022
Q2
Sell
2022
Q1
$200K Buy