Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$305K Sell
2024
Q3
$319K Buy
2024
Q2
$314K Sell
2024
Q1
$417K Sell
2023
Q4
$447K Buy
2022
Q3
Sell
2022
Q2
$286K Sell
2022
Q1
$378K Buy