Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$237K Sell
2024
Q3
$245K Sell
2024
Q2
$270K Hold
2024
Q1
$392K Sell
2023
Q4
$394K Sell
2023
Q3
$857K Buy
2023
Q2
$569K Buy
2023
Q1
$279K Buy
2022
Q4
$12.7K Sell
2022
Q3
$14K Sell
2022
Q2
$103K Buy
2022
Q1
$117K Buy
2021
Q4
$266K Sell
2021
Q3
$432K Hold
2021
Q2
$412K Buy
2021
Q1
$431K Buy
2020
Q4
$193K Buy
2020
Q3
$115K Buy