Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$238K Sell
2024
Q3
$258K Sell
2024
Q2
$246K Sell
2024
Q1
$264K Sell
2023
Q4
$350K Sell
2023
Q3
$456K Sell
2023
Q2
$533K Sell
2023
Q1
$575K Sell
2022
Q4
$558K Sell
2022
Q3
$480K Buy