Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$102K Buy
2024
Q3
$61.8K Sell
2024
Q2
$427K Buy
2024
Q1
Sell
2023
Q4
$122K Buy
2022
Q2
Sell
2022
Q1
$133K Sell
2021
Q4
$224K Buy
2021
Q3
$256K Buy