Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$70.5K Sell
2024
Q3
$201K Sell
2024
Q2
$314K Sell
2024
Q1
$393K Buy
2023
Q4
$348K Buy
2023
Q3
$279K Hold
2023
Q2
$358K Sell
2023
Q1
$387K Buy
2022
Q4
$381K Buy