Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$276K Sell
2024
Q3
$422K Buy
2024
Q2
$208K Buy
2023
Q3
Sell
2023
Q2
$103K Buy
2023
Q1
Sell
2022
Q4
$106K Buy