Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$518K Hold
2024
Q3
$522K Hold
2024
Q2
$467K Hold
2024
Q1
$474K Hold
2023
Q4
$365K Hold
2023
Q3
$278K Buy
2023
Q2
$283K Buy
2023
Q1
$286K Buy
2022
Q4
$210K Buy