Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$377K Buy
2024
Q4
$283K Buy
2024
Q3
$212K Buy
2023
Q1
Sell
2022
Q4
$237K Buy
2022
Q3
$202K Sell
2022
Q2
$332K Buy
2022
Q1
$302K Sell
2021
Q4
$487K Buy