Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$248K Hold
2024
Q3
$236K Sell
2024
Q2
$264K Sell
2024
Q1
$332K Sell
2023
Q4
$265K Hold
2023
Q3
$231K Hold
2023
Q2
$227K Sell
2023
Q1
$207K Buy
2021
Q3
Sell
2021
Q2
$200K Buy
2021
Q1
$207K Buy