Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$386K Buy
2024
Q4
$388K Sell
2024
Q3
$340K Buy
2024
Q2
$404K Sell
2024
Q1
$459K Buy
2023
Q4
$589K Buy
2023
Q3
$409K Buy
2023
Q2
$302K Buy
2023
Q1
$247K Hold
2022
Q4
$222K Buy
2020
Q3
Sell
2020
Q2
$468K Buy
2020
Q1
$377K Buy