Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$374K Hold
2024
Q3
$383K Hold
2024
Q2
$327K Hold
2024
Q1
$371K Hold
2023
Q4
$294K Hold
2023
Q3
$280K Hold
2023
Q2
$296K Hold
2023
Q1
$218K Hold
2022
Q4
$210K Buy
2021
Q4
Sell
2021
Q3
$162K Hold
2021
Q2
$167K Hold
2021
Q1
$167K Hold
2020
Q4
$140K Buy