Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$362K Buy
2024
Q4
$401K Buy
2024
Q3
$245K Buy
2024
Q1
Sell
2023
Q4
$233K Hold
2023
Q3
$234K Sell
2023
Q2
$246K Buy
2022
Q4
Sell
2022
Q3
$248K Hold
2022
Q2
$210K Buy
2022
Q1
$310K Hold
2021
Q4
$304K Hold
2021
Q3
$223K Sell
2021
Q2
$206K Hold
2021
Q1
$202K Buy