Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$210K Hold
2024
Q3
$234K Hold
2024
Q2
$227K Sell
2024
Q1
$251K Buy
2023
Q4
$234K Hold
2023
Q3
$233K Hold
2023
Q2
$255K Hold
2023
Q1
$251K Buy
2022
Q4
$249K Buy
2022
Q3
$205K Hold
2022
Q2
$210K Hold
2022
Q1
$211K Hold
2021
Q4
$219K Hold
2021
Q3
$189K Sell
2021
Q2
$216K Buy
2021
Q1
$178K Hold
2020
Q4
$187K Buy