Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$137K Hold
2024
Q4
$135K Sell
2024
Q3
$145K Buy
2024
Q2
$171K Hold
2024
Q1
$181K Hold
2023
Q4
$166K Buy
2023
Q3
Sell
2023
Q2
$261K Buy
2023
Q1
$174K Buy