Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$289K Sell
2024
Q4
$257K Buy
2024
Q3
$246K Sell
2024
Q2
$209K Buy
2024
Q1
$215K Buy
2023
Q1
Sell
2022
Q4
$217K Sell
2022
Q3
$202K Buy
2022
Q2
$224K Buy