Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$229K Sell
2024
Q3
$279K Buy
2024
Q2
$257K Hold
2024
Q1
$308K Sell
2023
Q4
$297K Sell
2023
Q3
$234K Sell
2023
Q2
$369K Sell
2023
Q1
$509K Buy
2022
Q4
$385K Hold
2022
Q3
$383K Hold
2022
Q2
$365K Sell
2022
Q1
$932K Sell
2021
Q4
$1.59M Buy
2021
Q3
$1.45M Sell
2021
Q2
$1.65M Sell
2021
Q1
$1.37M Buy