Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$222K Buy
2024
Q3
$232K Sell
2024
Q2
$240K Buy
2024
Q1
$245K Buy
2023
Q4
Sell
2023
Q3
$204K Hold
2023
Q2
$223K Hold
2023
Q1
$219K Buy
2022
Q4
Sell
2022
Q3
$277K Buy