Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$221K Sell
2024
Q4
$332K Buy
2024
Q3
$281K Sell
2024
Q2
$466K Buy
2024
Q1
$240K Sell
2023
Q4
$377K Sell
2023
Q3
$378K Buy
2023
Q2
$448K Hold
2023
Q1
$448K Buy
2022
Q4
$187K Buy