Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$82K Sell
2024
Q3
$349K Sell
2024
Q2
$374K Buy
2024
Q1
Sell
2023
Q4
$239K Sell
2023
Q3
$358K Sell
2023
Q2
$646K Buy
2023
Q1
$335K Buy
2022
Q3
$119K Sell
2022
Q2
$225K Sell
2022
Q1
$442K Buy
2021
Q4
$302K Buy