Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$320K Sell
2024
Q3
$617K Buy
2024
Q1
Sell
2023
Q4
$282K Buy
2022
Q2
Sell
2022
Q1
$290K Buy
2021
Q4
Sell
2021
Q3
$261K Buy
2021
Q2
$248K Buy