Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$95K Buy
2024
Q3
$91.7K Buy
2024
Q2
$100K Buy
2024
Q1
$94.1K Buy
2023
Q4
$3.79K Buy
2022
Q1
Sell
2021
Q4
$5K Sell
2021
Q3
$8K Buy