Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$206K Hold
2024
Q3
$255K Sell
2024
Q2
$309K Hold
2024
Q1
$281K Hold
2023
Q4
$285K Buy
2023
Q3
$212K Buy
2022
Q4
Sell
2022
Q3
$277K Buy