Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$351K Buy
2024
Q3
$317K Hold
2024
Q2
$279K Buy
2024
Q1
$280K Buy
2023
Q4
$272K Buy
2023
Q3
$223K Hold
2023
Q2
$244K Sell
2023
Q1
$251K Buy
2022
Q4
$206K Buy