Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$263K Sell
2024
Q3
$348K Buy
2024
Q2
$316K Sell
2024
Q1
$403K Buy
2023
Q4
$350K Buy
2023
Q3
$351K Buy
2023
Q2
$375K Buy