Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$202K Sell
2024
Q4
$332K Buy
2024
Q3
$300K Buy
2024
Q2
$311K Sell
2024
Q1
$307K Sell
2023
Q4
$350K Buy
2023
Q3
$326K Buy
2023
Q2
$240K Buy