Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$205K Sell
2024
Q3
$187K Sell
2024
Q2
$201K Sell
2024
Q1
$348K Sell
2023
Q4
$437K Sell
2023
Q3
$606K Sell
2023
Q2
$573K Sell
2023
Q1
$751K Sell
2022
Q4
$609K Sell
2022
Q3
$711K Sell
2022
Q2
$920K Buy