Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$224K Sell
2024
Q3
$520K Sell
2024
Q2
$451K Sell
2024
Q1
$617K Sell
2023
Q4
$553K Sell
2023
Q3
$550K Sell
2023
Q2
$569K Buy
2023
Q1
$568K Buy