Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$432K Buy
2024
Q4
$459K Sell
2024
Q3
$560K Buy
2024
Q2
$402K Buy
2024
Q1
$405K Sell
2023
Q4
$483K Sell
2023
Q3
$499K Buy
2023
Q2
$539K Buy
2023
Q1
$478K Sell
2022
Q4
$569K Buy