Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$284K Sell
2024
Q3
$260K Hold
2024
Q2
$232K Hold
2024
Q1
$244K Sell
2023
Q4
$286K Buy
2023
Q3
$288K Sell
2023
Q2
$307K Buy
2023
Q1
$297K Buy
2022
Q3
Sell
2022
Q2
$238K Buy
2022
Q1
$263K Buy
2021
Q4
$276K Hold
2021
Q3
$237K Sell
2021
Q2
$259K Hold
2021
Q1
$253K Buy
2020
Q4
$216K Buy
2020
Q3
Sell
2020
Q2
$276K Buy