Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$183K Hold
2024
Q3
$118K Buy
2024
Q1
$17K Sell
2023
Q4
$24K Sell
2023
Q3
$33K Sell
2023
Q2
$35K Sell
2023
Q1
$44K Sell
2022
Q4
$34K Sell
2022
Q3
$45K Sell
2022
Q2
$63K Buy
2022
Q1
$83K Sell
2021
Q4
$151K Buy