Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$314K Sell
2024
Q3
$434K Sell
2024
Q2
$435K Buy
2024
Q1
$457K Hold
2023
Q4
$406K Sell
2023
Q3
$772K Hold
2023
Q2
$702K Sell
2023
Q1
$748K Buy