Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$454K Buy
2024
Q1
Sell
2023
Q4
$298K Sell
2023
Q3
$406K Buy
2023
Q2
$419K Buy
2023
Q1
$447K Sell
2022
Q4
$504K Buy
2022
Q3
$459K Sell
2022
Q2
$373K Buy