Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$79K Buy
2024
Q3
$79K Sell
2024
Q2
$117K Sell
2024
Q1
$224K Buy
2023
Q4
$167K Sell
2023
Q3
$161K Sell
2023
Q2
$213K Hold
2023
Q1
$218K Buy
2022
Q4
$230K Hold
2022
Q3
$194K Hold
2022
Q2
$200K Buy
2022
Q1
$51K Buy