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
$325K Sell
2024
Q2
$412K Sell
2024
Q1
$423K Hold
2023
Q4
$413K Buy
2023
Q3
$294K Buy
2023
Q2
$337K Buy
2023
Q1
$330K Sell
2022
Q4
$340K Sell
2022
Q3
$341K Buy