Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$216K Sell
2024
Q3
$250K Sell
2024
Q2
$304K Sell
2024
Q1
$366K Sell
2023
Q4
$494K Sell
2023
Q3
$694K Sell
2023
Q2
$749K Buy
2023
Q1
$285K Buy