Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$223K Sell
2024
Q4
$376K Buy
2024
Q3
$344K Sell
2024
Q2
$279K Buy
2024
Q1
$275K Sell
2023
Q4
$231K Buy
2023
Q2
Sell
2023
Q1
$201K Buy