Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$276K Hold
2024
Q3
$273K Hold
2024
Q2
$289K Hold
2024
Q1
$285K Hold
2023
Q4
$274K Hold
2023
Q3
$224K Hold
2023
Q2
$201K Buy
2022
Q2
Sell
2022
Q1
$211K Sell
2021
Q4
$389K Buy