Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$170K Sell
2024
Q3
$245K Sell
2024
Q2
$233K Buy
2024
Q1
$121K Buy
2023
Q2
Sell
2023
Q1
$566K Buy
2022
Q4
$190K Buy
2022
Q3
Sell
2022
Q2
$173K Buy