Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$222K Sell
2024
Q3
$226K Hold
2024
Q2
$238K Sell
2024
Q1
$366K Hold
2023
Q4
$318K Sell
2023
Q3
$224K Sell
2023
Q2
$270K Hold
2023
Q1
$284K Sell
2022
Q4
$242K Buy