Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$137K Sell
2024
Q3
$134K Hold
2024
Q2
$118K Hold
2024
Q1
$133K Hold
2023
Q4
$192K Hold
2023
Q3
$170K Hold
2023
Q2
$209K Sell
2023
Q1
$189K Buy
2022
Q4
$169K Hold
2022
Q3
$216K Buy