Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$253K Hold
2024
Q3
$230K Hold
2024
Q2
$205K Hold
2024
Q1
$202K Buy
2023
Q2
Sell
2023
Q1
$362K Sell
2022
Q4
$1.22M Hold
2022
Q3
$949K Buy
2022
Q2
$942K Buy
2022
Q1
$1.13M Buy
2021
Q4
$822K Buy
2021
Q3
$777K Buy