Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$264K Sell
2024
Q3
$380K Buy
2024
Q1
Sell
2023
Q4
$402K Buy
2023
Q2
Sell
2023
Q1
$234K Buy
2022
Q2
Sell
2022
Q1
$226K Buy
2021
Q3
Sell
2021
Q2
$59K Sell
2021
Q1
$93K Sell
2020
Q4
$115K Buy