Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$29.3K Sell
2024
Q3
$487K Sell
2024
Q2
$629K Hold
2024
Q1
$558K Hold
2023
Q4
$607K Hold
2023
Q3
$607K Hold
2023
Q2
$742K Hold
2023
Q1
$689K Hold
2022
Q4
$682K Hold
2022
Q3
$521K Sell
2022
Q2
$674K Buy
2022
Q1
Sell
2021
Q4
$494K Buy