Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$480K Sell
2024
Q3
$695K Buy
2024
Q2
$703K Buy
2023
Q1
Sell
2022
Q4
$452K Hold
2022
Q3
$328K Buy