Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$58.4K Buy
2023
Q4
Sell
2023
Q3
$366K Buy
2023
Q2
$263K Buy
2022
Q1
Sell
2021
Q4
$614K Hold
2021
Q3
$757K Hold
2021
Q2
$862K Hold
2021
Q1
$765K Hold
2020
Q4
$552K Hold
2020
Q3
$365K Buy
2019
Q2
Sell
2019
Q1
$375K Buy