Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$436K Buy
2024
Q4
$377K Sell
2024
Q3
$359K Sell
2024
Q2
$353K Buy
2024
Q1
$271K Buy
2023
Q4
$262K Hold
2023
Q3
$233K Buy
2023
Q2
$263K Buy
2023
Q1
$223K Sell
2022
Q4
$381K Hold
2022
Q3
$406K Buy
2022
Q2
$397K Sell
2022
Q1
$698K Buy
2021
Q4
$705K Buy
2021
Q3
$512K Buy
2021
Q2
$495K Buy
2021
Q1
$338K Sell
2020
Q4
$1.13M Buy