Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$78K Buy
2024
Q1
Sell
2023
Q4
$755K Buy
2023
Q3
$327K Buy
2022
Q2
Sell
2022
Q1
$778K Buy
2021
Q4
$309K Buy
2021
Q2
Sell
2021
Q1
$447K Buy