Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$419K Sell
2024
Q3
$615K Buy
2024
Q2
Sell
2024
Q1
$244K Sell
2023
Q4
$723K Hold
2023
Q3
$684K Buy
2023
Q2
$574K Hold
2023
Q1
$524K Buy
2020
Q4
Sell
2020
Q3
$185K Buy
2020
Q2
$200K Buy