Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$143K Hold
2024
Q4
$184K Sell
2024
Q3
$200K Sell
2024
Q2
$311K Hold
2024
Q1
$308K Buy
2023
Q4
$113K Hold
2023
Q3
$108K Hold
2023
Q2
$238K Hold
2023
Q1
$257K Buy