Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$445K Sell
2024
Q3
$666K Buy
2024
Q2
$580K Buy
2024
Q1
$460K Buy
2023
Q4
$376K Sell
2023
Q3
$321K Buy
2023
Q2
$280K Buy
2023
Q1
$287K Buy