Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$169K Sell
2024
Q3
$224K Sell
2024
Q2
$320K Buy
2024
Q1
$258K Buy
2023
Q4
$242K Buy
2023
Q3
Sell
2023
Q2
$414K Buy
2021
Q2
Sell
2021
Q1
$232K Buy