Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$17K Sell
2024
Q3
$43K Buy
2023
Q2
Sell
2023
Q1
$34K Buy
2022
Q1
Sell
2021
Q4
$85K Buy