Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$225K Buy
2024
Q2
Sell
2024
Q1
$229K Sell
2023
Q4
$237K Buy
2023
Q3
$217K Buy
2023
Q2
$250K Buy
2023
Q1
$252K Buy
2022
Q4
$230K Sell
2022
Q3
$220K Hold
2022
Q2
$226K Buy