Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$413K Sell
2024
Q4
$567K Buy
2024
Q2
Sell
2024
Q1
$578K Sell
2023
Q4
$673K Buy
2023
Q3
$593K Buy
2023
Q2
Sell
2023
Q1
$617K Sell
2022
Q4
$595K Buy