Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$250K Buy
2024
Q3
$252K Sell
2024
Q2
$263K Buy
2024
Q1
$290K Buy
2023
Q4
Sell
2023
Q3
$249K Sell
2023
Q2
$296K Buy
2023
Q1
$294K Sell
2022
Q4
$291K Buy
2022
Q3
$234K Sell
2022
Q2
$313K Buy
2022
Q1
$296K Buy
2021
Q4
$201K Sell
2021
Q3
$286K Sell
2021
Q2
$291K Buy