Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$211K Buy
2022
Q4
Sell
2022
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$208K Hold
2021
Q4
$463K Sell
2021
Q3
$381K Sell
2021
Q2
$526K Sell
2021
Q1
$710K Buy