Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$330K Buy
2024
Q3
$167K Buy
2024
Q1
Sell
2023
Q4
$262K Buy
2023
Q3
$79.1K Buy
2023
Q2
Sell
2023
Q1
$65.9K Buy