Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$51K Hold
2024
Q3
$55K Hold
2024
Q2
$56K Hold
2024
Q1
$75K Sell
2023
Q4
$508K Hold
2023
Q3
$497K Buy
2022
Q4
Sell
2022
Q3
$171K Hold
2022
Q2
$186K Buy