Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$286K Buy
2024
Q4
$289K Buy
2024
Q3
$264K Sell
2024
Q2
$241K Sell
2024
Q1
$308K Sell
2023
Q4
$338K Buy
2023
Q3
$258K Buy
2023
Q2
$263K Hold
2023
Q1
$246K Buy