Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$112K Buy
2024
Q1
Sell
2023
Q4
$110K Sell
2023
Q3
$85K Buy
2023
Q2
$52K Sell
2023
Q1
$44.7K Buy
2022
Q3
Sell
2022
Q2
$91K Buy