Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$133K Sell
2024
Q3
$259K Buy
2024
Q2
$82.4K Sell
2024
Q1
$168K Buy
2023
Q4
$126K Sell
2023
Q3
$81.7K Buy
2022
Q3
Sell
2022
Q2
$21K Sell
2022
Q1
$105K Buy
2021
Q4
$67K Buy
2021
Q3
$46K Buy