Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$486K Buy
2024
Q3
$311K Buy
2024
Q2
Sell
2024
Q1
$220K Buy
2023
Q2
Sell
2023
Q1
$309K Buy
2022
Q4
Sell
2022
Q3
$367K Buy
2021
Q3
Sell
2021
Q2
$302K Buy