Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$222K Sell
2024
Q3
$224K Hold
2024
Q2
$243K Sell
2024
Q1
$314K Sell
2023
Q4
$248K Sell
2023
Q3
$241K Sell
2023
Q2
$236K Buy