Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$132K Sell
2024
Q3
$150K Buy
2024
Q2
$146K Buy
2024
Q1
$194K Buy
2023
Q4
$145K Buy
2023
Q3
Sell
2023
Q2
$151K Buy
2023
Q1
$145K Buy