Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$59K Sell
2024
Q3
$83K Hold
2024
Q2
$71K Sell
2024
Q1
$161K Hold
2023
Q4
$149K Sell
2023
Q3
$162K Buy
2023
Q2
$149K Sell
2023
Q1
$234K Buy
2022
Q4
$149K Buy
2022
Q3
$105K Hold
2022
Q2
$113K Hold
2022
Q1
$133K Buy