Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$389K Sell
2024
Q4
$493K Sell
2024
Q3
$530K Sell
2024
Q2
$475K Buy
2024
Q1
$428K Sell
2023
Q4
$350K Sell
2023
Q3
$323K Buy
2023
Q2
$270K Sell
2023
Q1
$262K Buy