Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$397K Sell
2024
Q3
$708K Sell
2024
Q2
$670K Hold
2024
Q1
$620K Buy
2023
Q4
$469K Buy
2023
Q3
$195K Buy
2023
Q1
Sell
2022
Q4
$98K Hold
2022
Q3
$64K Hold
2022
Q2
$92K Buy
2022
Q1
Sell
2021
Q4
$513K Buy