Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$487K Buy
2024
Q4
$428K Buy
2024
Q3
$455K Sell
2024
Q2
$446K Buy
2024
Q1
$371K Sell
2023
Q4
$398K Sell
2023
Q3
$384K Buy
2023
Q2
$312K Buy
2023
Q1
$288K Buy