Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$246K Sell
2024
Q3
$2.57M Buy
2024
Q2
$2.13M Buy
2024
Q1
$240K Hold
2023
Q4
$258K Hold
2023
Q3
$204K Hold
2023
Q2
$278K Buy
2023
Q1
$270K Sell
2022
Q4
$1.27M Sell
2022
Q3
$1.01M Buy
2022
Q2
Sell
2022
Q1
$311K Hold
2021
Q4
$292K Buy
2021
Q3
$205K Hold
2021
Q2
$234K Buy
2021
Q1
Sell
2020
Q4
$200K Buy