Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$297K Buy
2024
Q4
$332K Buy
2024
Q3
$383K Sell
2024
Q2
$413K Buy
2024
Q1
$329K Buy
2023
Q4
$389K Sell
2023
Q3
$347K Buy
2023
Q2
$266K Sell
2023
Q1
$216K Buy
2022
Q1
Sell
2021
Q4
$329K Sell
2021
Q3
$367K Sell
2021
Q2
$385K Buy
2021
Q1
$303K Buy
2020
Q4
$262K Sell
2020
Q3
$423K Buy
2020
Q2
$354K Buy
2020
Q1
$222K Buy