Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$277K Sell
2024
Q3
$267K Buy
2024
Q2
$244K Hold
2024
Q1
$220K Hold
2023
Q4
$227K Hold
2023
Q3
$221K Hold
2023
Q2
$222K Buy
2023
Q1
Sell
2022
Q4
$208K Buy