Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$381K Sell
2024
Q3
$312K Sell
2024
Q2
$305K Hold
2024
Q1
$424K Buy
2023
Q4
$432K Sell
2023
Q3
$659K Sell
2023
Q2
$961K Sell
2023
Q1
$921K Sell
2022
Q4
$968K Hold
2022
Q3
$1.03M Buy
2022
Q2
$860K Buy
2022
Q1
$1.06M Buy
2021
Q4
$1.02M Buy
2021
Q3
$482K Buy