Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$287K Buy
2024
Q3
$242K Buy
2024
Q2
$227K Buy
2023
Q4
Sell
2023
Q3
$489K Buy
2022
Q2
Sell
2022
Q1
$293K Buy