Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$351K Buy
2024
Q1
Sell
2023
Q4
$347K Hold
2023
Q3
$385K Hold
2023
Q2
$392K Hold
2023
Q1
$428K Sell
2022
Q4
$385K Hold
2022
Q3
$336K Hold
2022
Q2
$364K Buy