Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$248K Sell
2024
Q3
$342K Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q3
Sell
2022
Q2
$25K Buy
2022
Q1
Sell
2021
Q4
$36K Buy