Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$439K Sell
2024
Q3
$542K Sell
2024
Q2
$539K Buy
2024
Q1
$433K Hold
2023
Q4
$493K Buy
2023
Q3
$351K Buy
2023
Q2
$209K Hold
2023
Q1
$209K Buy